MHS
WLMS

M Holdings Securities’s Williams Industrial Services Group Inc. WLMS Stock Holding History

M Holdings Securities’s Portfolio WLMS Stock Details WLMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,235
Closed -$4K – 321
2023
Q2 		$4K Hold
10,235
– – ﹤0.01% 206
2023
Q1 		$10K Hold
10,235
– – ﹤0.01% 464
2022
Q4 		$10K Buy
+10,235
New +$12K ﹤0.01% 450

Other funds holding WLMS

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

M Holdings Securities's WLMS Position: Q3 2023 in Review

M Holdings Securities sold out of Williams Industrial Services Group Inc. (WLMS) in Q3 2023, closing a stake of 10,235 shares — an estimated $4K sold.

M Holdings Securities first reported a position in WLMS in Q4 2022 and held it in 3 quarters. The position peaked at $10K in Q1 2023. 1 fund tracked by Wall St. Rank holds WLMS as of Q3 2023.

  • M Holdings Securities reported no remaining Williams Industrial Services Group Inc. position as of Q3 2023 after selling out during the quarter.
  • M Holdings Securities sold 10,235 Williams Industrial Services Group Inc. shares in Q3 2023, an estimated $4K.
  • M Holdings Securities first reported a position in Williams Industrial Services Group Inc. in Q4 2022 and held it in 3 quarters.
  • M Holdings Securities's Williams Industrial Services Group Inc. position peaked at $10K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Williams Industrial Services Group Inc. as of Q3 2023.

Based on M Holdings Securities's 13F filing for Q3 2023, filed 14 Feb 2024.