PWA
Phoenix Wealth Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,475
| Closed | -$360K | – | 127 |
|
|
2024
Q2 | $360K | Buy |
+8,475
| New | +$360K | 0.18% | 87 |
|
|
2021
Q4 | – | Sell |
-3,100
| Closed | -$80K | – | 357 |
|
|
2021
Q3 | $80K | Buy |
3,100
+1,500
| +94% | +$38.7K | 0.06% | 160 |
|
|
2021
Q2 | $42K | Buy |
1,600
+500
| +45% | +$13.1K | 0.03% | 199 |
|
|
2021
Q1 | $26K | Sell |
1,100
-1,500
| -58% | -$35.5K | 0.02% | 242 |
|
|
2020
Q4 | $52K | Buy |
+2,600
| New | +$52K | 0.04% | 187 |
|