WAM
Wakefield Asset Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,615
| Closed | -$233K | – | 184 |
|
|
2020
Q4 | $233K | Buy |
11,615
+190
| +2% | +$3.81K | 0.1% | 153 |
|
|
2020
Q3 | $225K | Buy |
11,425
+96
| +0.8% | +$1.89K | 0.11% | 149 |
|
|
2020
Q2 | $215K | Buy |
+11,329
| New | +$215K | 0.1% | 155 |
|
|
2019
Q1 | – | Sell |
-135,042
| Closed | -$2.98M | – | 257 |
|
|
2018
Q4 | $2.98M | Buy |
+135,042
| New | +$2.98M | 1.29% | 25 |
|