SWS Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-413
| Closed | -$17.6K | – | 300 |
|
2024
Q2 | $17.6K | Buy |
+413
| New | +$17.6K | 0.01% | 211 |
|
2018
Q2 | – | Sell |
-218
| Closed | -$5K | – | 320 |
|
2018
Q1 | $5K | Sell |
218
-5
| -2% | -$115 | ﹤0.01% | 321 |
|
2017
Q4 | $7K | Buy |
+223
| New | +$7K | 0.01% | 298 |
|