Parisi Gray Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-994
| Closed | -$26K | – | 559 |
|
|
2021
Q2 | $26K | Buy |
+994
| New | +$26K | 0.01% | 352 |
|
|
2019
Q2 | – | Sell |
-962
| Closed | -$28K | – | 461 |
|
|
2019
Q1 | $28K | Hold |
962
| – | – | 0.02% | 273 |
|
|
2018
Q4 | $21K | Hold |
962
| – | – | 0.01% | 308 |
|
|
2018
Q3 | $26K | Sell |
962
-388
| -29% | -$10.5K | 0.02% | 309 |
|
|
2018
Q2 | $37K | Hold |
1,350
| – | – | 0.02% | 277 |
|
|
2018
Q1 | $33K | Sell |
1,350
-232
| -15% | -$5.67K | 0.03% | 278 |
|
|
2017
Q4 | $49K | Buy |
+1,582
| New | +$49K | 0.04% | 223 |
|