SkyView Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,877
| Closed | -$257K | – | 764 |
|
|
2023
Q2 | $257K | Sell |
7,877
-5,031
| -39% | -$164K | 0.06% | 341 |
|
|
2023
Q1 | $385K | Sell |
12,908
-1,236
| -9% | -$36.9K | 0.09% | 262 |
|
|
2022
Q4 | $465K | Buy |
14,144
+1,470
| +12% | +$48.3K | 0.14% | 221 |
|
|
2022
Q3 | $363K | Sell |
12,674
-34
| -0.3% | -$974 | 0.11% | 273 |
|
|
2022
Q2 | $397K | Hold |
12,708
| – | – | 0.1% | 274 |
|
|
2022
Q1 | $466K | Sell |
12,708
-2,910
| -19% | -$107K | 0.11% | 260 |
|
|
2021
Q4 | $407K | Hold |
15,618
| – | – | 0.09% | 262 |
|
|
2021
Q3 | $405K | Sell |
15,618
-1,549
| -9% | -$40.2K | 0.11% | 212 |
|
|
2021
Q2 | $407K | Hold |
17,167
| – | – | 0.19% | 112 |
|
|
2021
Q1 | $407K | Sell |
17,167
-1,247
| -7% | -$29.6K | 0.18% | 119 |
|
|
2020
Q4 | $369K | Buy |
+18,414
| New | +$369K | 0.17% | 117 |
|