Cypress Wealth Advisors’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$3.36M	Sell	116,918 -25,050	-18%	-$671K	3.84%	4
2018 Q4	$3.13M	Buy	141,968 +37,893	+36%	+$948K	4.3%	4
2018 Q3	$2.83M	Buy	104,075 +7,925	+8%	+$230K	2.98%	7
2018 Q2	$2.61M	Buy	96,150 +21,325	+28%	+$562K	2.82%	7
2018 Q1	$1.86M	Hold	74,825	–	–	2.02%	15
2017 Q4	$2.28M	Buy	+74,825	New	+$2.18M	2.19%	12
2017 Q3	–	Sell	-8,725	Closed	-$264K	–	80
2017 Q2	$264K	Sell	8,725 -40,864	-82%	-$1.22M	0.31%	62
2017 Q1	$1.47M	Sell	49,589 -22,932	-32%	-$663K	0.67%	38
2016 Q4	$2.26M	Sell	72,521 -64	-0.1%	-$1.93K	1.03%	23
2016 Q3	$2.23M	Buy	72,585 +35,437	+95%	+$940K	1.01%	22
2016 Q2	$804K	Buy	37,148 +2,413	+7%	+$48.4K	0.4%	59
2016 Q1	$558K	Buy	34,735 +7,901	+29%	+$136K	0.26%	85
2015 Q4	$690K	Sell	26,834 -14,797	-36%	-$517K	0.35%	63
2015 Q3	$1.53M	Buy	41,631 +461	+1%	+$23K	0.83%	26
2015 Q2	$2.36M	Buy	+41,170	New	+$2.12M	1.38%	15