Kore Private Wealth’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,152
| Closed | -$206K | – | 347 |
|
|
2022
Q1 | $206K | Buy |
+6,152
| New | +$206K | 0.03% | 297 |
|
|
2020
Q3 | – | Sell |
-5,076
| Closed | -$96K | – | 1090 |
|
|
2020
Q2 | $96K | Sell |
5,076
-34
| -0.7% | -$643 | 0.02% | 342 |
|
|
2020
Q1 | $72K | Sell |
5,110
-34,968
| -87% | -$493K | 0.02% | 356 |
|
|
2019
Q4 | $951K | Buy |
40,078
+8,700
| +28% | +$206K | 0.18% | 97 |
|
|
2019
Q3 | $747K | Hold |
31,378
| – | – | 0.17% | 102 |
|
|
2019
Q2 | $880K | Sell |
31,378
-841
| -3% | -$23.6K | 0.2% | 96 |
|
|
2019
Q1 | $925K | Sell |
32,219
-252
| -0.8% | -$7.24K | 0.21% | 88 |
|
|
2018
Q4 | $716K | Buy |
+32,471
| New | +$716K | 0.2% | 99 |
|