Atlas Private Wealth Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-151
| Closed | -$4K | – | 722 |
|
|
2021
Q3 | $4K | Sell |
151
-94
| -38% | -$2.49K | ﹤0.01% | 606 |
|
|
2021
Q2 | $7K | Buy |
245
+117
| +91% | +$3.34K | ﹤0.01% | 530 |
|
|
2021
Q1 | $3K | Hold |
128
| – | – | ﹤0.01% | 709 |
|
|
2020
Q4 | $3K | Hold |
128
| – | – | ﹤0.01% | 610 |
|
|
2020
Q3 | $3K | Hold |
128
| – | – | ﹤0.01% | 554 |
|
|
2020
Q2 | $2K | Buy |
+128
| New | +$2K | ﹤0.01% | 616 |
|