Regent Peak Wealth Advisors’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,146
Closed -$23K 1004
2020
Q4
$23K Buy
+1,146
New +$23K 0.01% 434