Destination Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,390
| Closed | -$95K | – | 512 |
|
|
2019
Q2 | $95K | Sell |
3,390
-396
| -10% | -$11.1K | 0.01% | 191 |
|
|
2019
Q1 | $109K | Buy |
3,786
+7
| +0.2% | +$202 | 0.01% | 181 |
|
|
2018
Q4 | $83K | Buy |
3,779
+469
| +14% | +$10.3K | 0.01% | 200 |
|
|
2018
Q3 | $90K | Buy |
3,310
+3,260
| +6,520% | +$88.6K | 0.01% | 213 |
|
|
2018
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 497 |
|
|
2015
Q3 | – | Sell |
-5,198
| Closed | -$298K | – | 223 |
|
|
2015
Q2 | $298K | Buy |
+5,198
| New | +$298K | 0.02% | 203 |
|