Coastline Trust’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,000
Closed -$45.7K 454
2024
Q3
$45.7K Buy
+1,000
New +$45.7K 0.01% 294
2018
Q4
Sell
-7,837
Closed -$213K 334
2018
Q3
$213K Buy
+7,837
New +$213K 0.03% 325