HBWM
Hollow Brook Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-97,753
| Closed | -$2.43M | – | 61 |
|
|
2018
Q1 | $2.43M | Buy |
+97,753
| New | +$2.43M | 1.95% | 22 |
|
|
2016
Q1 | – | Sell |
-300,141
| Closed | -$7.71M | – | 58 |
|
|
2015
Q4 | $7.71M | Buy |
300,141
+133,185
| +80% | +$3.42M | 3.83% | 10 |
|
|
2015
Q3 | $6.15M | Buy |
+166,956
| New | +$6.15M | 2.94% | 15 |
|