Fiduciary Financial Services of The Southwest’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-17,490
Closed -$502K 148
2019
Q1
$502K Sell
17,490
-2,536
-13% -$72.8K 0.15% 112
2018
Q4
$442K Sell
20,026
-2,750
-12% -$60.7K 0.14% 112
2018
Q3
$619K Buy
+22,776
New +$619K 0.17% 109