TFO Wealth 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
Q2 | – | Sell |
-23
| Closed | -$896 | – | 750 |
|
|
2024
Q1 | $896 | Hold |
23
| – | – | ﹤0.01% | 176 |
|
|
2023
Q4 | $801 | Hold |
23
| – | – | ﹤0.01% | 238 |
|
|
2023
Q3 | $750 | Hold |
23
| – | – | ﹤0.01% | 345 |
|
|
2023
Q2 | $750 | Hold |
23
| – | – | ﹤0.01% | 230 |
|
|
2023
Q1 | $687 | Buy |
23
+19
| +475% | +$568 | ﹤0.01% | 201 |
|
|
2022
Q4 | $148 | Buy |
+4
| New | +$148 | ﹤0.01% | 691 |
|