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Trek Financial’s Williams Companies WMB Stock Holding History

Trek Financial’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,268
Closed -$205K – 327
2023
Q2 		$205K Buy
+6,268
New +$205K 0.02% 260