SWM
Selective Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-597
| Closed | -$17K | – | 733 |
|
|
2022
Q3 | $17K | Hold |
597
| – | – | 0.01% | 455 |
|
|
2022
Q2 | $19K | Buy |
+597
| New | +$19K | 0.01% | 477 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$5K | – | 555 |
|
|
2021
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 318 |
|
|
2020
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 311 |
|
|
2020
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 259 |
|
|
2020
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 332 |
|