Financial Architects (New Jersey)’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,400	Closed	-$27K	–	773
2020 Q2	$27K	Hold	1,400	–	–	0.01%	499
2020 Q1	$20K	Hold	1,400	–	–	0.01%	517
2019 Q4	$33K	Sell	1,400 -74	-5%	-$1.7K	0.01%	487
2019 Q3	$35K	Buy	1,474 +74	+5%	+$1.86K	0.01%	497
2019 Q2	$39K	Sell	1,400 -2,608	-65%	-$72.5K	0.01%	560
2019 Q1	$115K	Buy	4,008 +155	+4%	+$4.16K	0.02%	426
2018 Q4	$85K	Sell	3,853 -1,050	-21%	-$26.3K	0.02%	435
2018 Q3	$134K	Sell	4,903 -86	-2%	-$2.5K	0.02%	395
2018 Q2	$135K	Sell	4,989 -7	-0.1%	-$185	0.02%	349
2018 Q1	$124K	Buy	4,996 +285	+6%	+$8.41K	0.03%	407
2017 Q4	$144K	Sell	4,711 -2,149	-31%	-$62.5K	0.02%	407
2017 Q3	$206K	Buy	6,860 +106	+2%	+$3.23K	0.04%	323
2017 Q2	$204K	Buy	6,754 +109	+2%	+$3.25K	0.04%	308
2017 Q1	$197K	Buy	6,645 +892	+16%	+$25.8K	0.04%	297
2016 Q4	$179K	Sell	5,753 -4,426	-43%	-$133K	0.04%	270
2016 Q3	$313K	Sell	10,179 -3,395	-25%	-$90.1K	0.08%	187
2016 Q2	$294K	Sell	13,574 -1,142	-8%	-$22.9K	0.08%	181
2016 Q1	$236K	Sell	14,716 -1,802	-11%	-$31K	0.08%	169
2015 Q4	$425K	Sell	16,518 -3,902	-19%	-$136K	0.17%	125
2015 Q3	$752K	Sell	20,420 -638	-3%	-$31.8K	0.32%	70
2015 Q2	$1.21M	Sell	21,058 -1,044	-5%	-$53.8K	0.44%	44
2015 Q1	$1.12M	Buy	22,102 +8,592	+64%	+$398K	0.43%	48
2014 Q4	$607K	Buy	13,510 +419	+3%	+$21.4K	0.27%	79
2014 Q3	$725K	Sell	13,091 -682	-5%	-$39.2K	0.36%	59
2014 Q2	$802K	Buy	13,773 +224	+2%	+$10.4K	0.39%	57
2014 Q1	$550K	Buy	13,549 +1,200	+10%	+$48.6K	0.33%	77
2013 Q4	$476K	Buy	12,349 +11,249	+1,023%	+$405K	0.28%	89
2013 Q3	$40K	Sell	1,100 -250	-19%	-$8.76K	0.03%	272
2013 Q2	$43K	Buy	+1,350	New	+$48.6K	0.03%	255