Industrial Alliance Investment Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,680
| Closed | -$283K | – | 164 |
|
|
2023
Q2 | $283K | Sell |
8,680
-134,360
| -94% | -$4.38M | 0.15% | 61 |
|
|
2023
Q1 | $4.27M | Sell |
143,040
-97,660
| -41% | -$2.92M | 0.12% | 148 |
|
|
2022
Q4 | $7.92M | Buy |
240,700
+8,520
| +4% | +$280K | 0.22% | 107 |
|
|
2022
Q3 | $6.65M | Sell |
232,180
-4,918
| -2% | -$141K | 0.2% | 119 |
|
|
2022
Q2 | $7.4M | Sell |
237,098
-87,652
| -27% | -$2.74M | 0.21% | 114 |
|
|
2022
Q1 | $10.9M | Sell |
324,750
-102,700
| -24% | -$3.43M | 0.26% | 93 |
|
|
2021
Q4 | $11.1M | Buy |
+427,450
| New | +$11.1M | 0.26% | 94 |
|