Delos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-400
| Closed | -$13.8K | – | 383 |
|
|
2023
Q3 | $13.8K | Hold |
400
| – | – | 0.02% | 124 |
|
|
2023
Q2 | $13.1K | Hold |
400
| – | – | 0.02% | 123 |
|
|
2023
Q1 | $11.9K | Hold |
400
| – | – | 0.02% | 125 |
|
|
2022
Q4 | $13.2K | Hold |
400
| – | – | 0.02% | 126 |
|
|
2022
Q3 | $11K | Hold |
400
| – | – | 0.01% | 133 |
|
|
2022
Q2 | $12K | Hold |
400
| – | – | 0.01% | 129 |
|
|
2022
Q1 | $13K | Hold |
400
| – | – | 0.01% | 152 |
|
|
2021
Q4 | $10K | Buy |
+400
| New | +$10K | 0.01% | 221 |
|