BPWA
Beacon Pointe Wealth Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $315K | Buy |
13,297
+310
| +2% | +$7.34K | 0.06% | 210 |
|
|
2019
Q3 | $312K | Sell |
12,987
-4,225
| -25% | -$102K | 0.07% | 210 |
|
|
2019
Q2 | $483K | Hold |
17,212
| – | – | 0.1% | 163 |
|
|
2019
Q1 | $495K | Buy |
17,212
+4,225
| +33% | +$122K | 0.11% | 151 |
|
|
2018
Q4 | $286K | Buy |
+12,987
| New | +$286K | 0.1% | 174 |
|