Stelac Advisory Services’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 |
-14,780
| Closed | -$482K | – | 162 |
|
|
2023
Q2 | $482K | Sell |
14,780
-971
| -6% | -$31.7K | 0.22% | 90 |
|
|
2023
Q1 | $470K | Hold |
15,751
| – | – | 0.2% | 87 |
|
|
2022
Q4 | $518K | Hold |
15,751
| – | – | 0.23% | 70 |
|
|
2022
Q3 | $451K | Hold |
15,751
| – | – | 0.21% | 84 |
|
|
2022
Q2 | $492K | Buy |
15,751
+10,353
| +192% | +$323K | 0.2% | 81 |
|
|
2022
Q1 | $180K | Sell |
5,398
-10,457
| -66% | -$349K | 0.06% | 118 |
|
|
2021
Q4 | $413K | Buy |
15,855
+377
| +2% | +$9.82K | 0.11% | 111 |
|
|
2021
Q3 | $401K | Buy |
15,478
+3,285
| +27% | +$85.1K | 0.11% | 142 |
|
|
2021
Q2 | $324K | Buy |
+12,193
| New | +$324K | 0.07% | 171 |
|