Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-366
| Closed | -$9K | – | 633 |
|
|
2021
Q3 | $9K | Hold |
366
| – | – | ﹤0.01% | 419 |
|
|
2021
Q2 | $10K | Sell |
366
-356
| -49% | -$9.73K | ﹤0.01% | 416 |
|
|
2021
Q1 | $17K | Buy |
722
+356
| +97% | +$8.38K | ﹤0.01% | 326 |
|
|
2020
Q4 | $7K | Hold |
366
| – | – | ﹤0.01% | 409 |
|
|
2020
Q3 | $7K | Hold |
366
| – | – | ﹤0.01% | 403 |
|
|
2020
Q2 | $7K | Sell |
366
-18
| -5% | -$344 | ﹤0.01% | 331 |
|
|
2020
Q1 | $5K | Buy |
+384
| New | +$5K | ﹤0.01% | 261 |
|
|
2019
Q4 | – | Sell |
-252
| Closed | -$6K | – | 709 |
|
|
2019
Q3 | $6K | Buy |
252
+65
| +35% | +$1.55K | ﹤0.01% | 261 |
|
|
2019
Q2 | $5K | Buy |
+187
| New | +$5K | ﹤0.01% | 276 |
|