CWA
Cypress Wealth Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $3.36M | Sell |
116,918
-25,050
| -18% | -$719K | 3.84% | 4 |
|
|
2018
Q4 | $3.13M | Buy |
141,968
+37,893
| +36% | +$835K | 4.3% | 4 |
|
|
2018
Q3 | $2.83M | Buy |
104,075
+7,925
| +8% | +$215K | 2.98% | 7 |
|
|
2018
Q2 | $2.61M | Buy |
96,150
+21,325
| +28% | +$578K | 2.82% | 7 |
|
|
2018
Q1 | $1.86M | Hold |
74,825
| – | – | 2.02% | 15 |
|
|
2017
Q4 | $2.28M | Buy |
+74,825
| New | +$2.28M | 2.19% | 12 |
|
|
2017
Q3 | – | Sell |
-8,725
| Closed | -$264K | – | 80 |
|
|
2017
Q2 | $264K | Sell |
8,725
-40,864
| -82% | -$1.24M | 0.31% | 62 |
|
|
2017
Q1 | $1.47M | Sell |
49,589
-22,932
| -32% | -$678K | 0.67% | 38 |
|
|
2016
Q4 | $2.26M | Sell |
72,521
-64
| -0.1% | -$1.99K | 1.03% | 23 |
|
|
2016
Q3 | $2.23M | Buy |
72,585
+35,437
| +95% | +$1.09M | 1.01% | 22 |
|
|
2016
Q2 | $804K | Buy |
37,148
+2,413
| +7% | +$52.2K | 0.4% | 59 |
|
|
2016
Q1 | $558K | Buy |
34,735
+7,901
| +29% | +$127K | 0.26% | 85 |
|
|
2015
Q4 | $690K | Sell |
26,834
-14,797
| -36% | -$380K | 0.35% | 63 |
|
|
2015
Q3 | $1.53M | Buy |
41,631
+461
| +1% | +$17K | 0.83% | 26 |
|
|
2015
Q2 | $2.36M | Buy |
+41,170
| New | +$2.36M | 1.38% | 15 |
|