Omnia Family Wealth’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-56
| Closed | -$2K | – | 527 |
|
|
2019
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 500 |
|
|
2018
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 541 |
|
|
2018
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 496 |
|
|
2018
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 477 |
|
|
2018
Q1 | $1K | Sell |
56
-1,088
| -95% | -$19.4K | ﹤0.01% | 580 |
|
|
2017
Q4 | $35K | Buy |
1,144
+779
| +213% | +$23.8K | 0.02% | 184 |
|
|
2017
Q3 | $11K | Sell |
365
-111
| -23% | -$3.35K | 0.01% | 266 |
|
|
2017
Q2 | $14K | Buy |
476
+309
| +185% | +$9.09K | 0.01% | 249 |
|
|
2017
Q1 | $5K | Hold |
167
| – | – | ﹤0.01% | 409 |
|
|
2016
Q4 | $5K | Buy |
+167
| New | +$5K | ﹤0.01% | 398 |
|