Kiwi Wealth Investments Limited Partnership’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 |
-207,682
| Closed | -$6.78M | – | 194 |
|
|
2023
Q2 | $6.78M | Buy |
+207,682
| New | +$6.78M | 0.42% | 69 |
|
|
2021
Q2 | – | Sell |
-50,727
| Closed | -$1.2M | – | 283 |
|
|
2021
Q1 | $1.2M | Buy |
+50,727
| New | +$1.2M | 0.07% | 179 |
|
|
2018
Q2 | – | Sell |
-146,716
| Closed | -$3.65M | – | 194 |
|
|
2018
Q1 | $3.65M | Buy |
+146,716
| New | +$3.65M | 0.36% | 83 |
|