OWA
Outlook Wealth Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,321
| Closed | -$385K | – | 200 |
|
|
2022
Q2 | $385K | Buy |
12,321
+118
| +1% | +$3.69K | 0.16% | 141 |
|
|
2022
Q1 | $407K | Sell |
12,203
-33
| -0.3% | -$1.1K | 0.14% | 149 |
|
|
2021
Q4 | $319K | Buy |
12,236
+436
| +4% | +$11.4K | 0.09% | 164 |
|
|
2021
Q3 | $306K | Buy |
11,800
+365
| +3% | +$9.47K | 0.1% | 177 |
|
|
2021
Q2 | $304K | Buy |
11,435
+1,980
| +21% | +$52.6K | 0.1% | 178 |
|
|
2021
Q1 | $224K | Buy |
+9,455
| New | +$224K | 0.08% | 180 |
|