Global Wealth Management Investment Advisory’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-45
| Closed | -$1K | – | 481 |
|
2022
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 488 |
|
2022
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 438 |
|
2020
Q2 | – | Sell |
-1,232
| Closed | -$17K | – | 697 |
|
2020
Q1 | $17K | Hold |
1,232
| – | – | 0.01% | 275 |
|
2019
Q4 | $29K | Sell |
1,232
-450
| -27% | -$10.6K | 0.01% | 230 |
|
2019
Q3 | $40K | Hold |
1,682
| – | – | 0.02% | 185 |
|
2019
Q2 | $47K | Hold |
1,682
| – | – | 0.02% | 177 |
|
2019
Q1 | $48K | Hold |
1,682
| – | – | 0.02% | 210 |
|
2018
Q4 | $37K | Buy |
+1,682
| New | +$37K | 0.02% | 235 |
|