Wealthstreet Investment Advisors’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-24,428	Closed	-$579K	–	327
2021 Q1	$579K	Sell	24,428 -1,000	-4%	-$22.7K	0.06%	235
2020 Q4	$510K	Sell	25,428 -5,954	-19%	-$121K	0.05%	242
2020 Q3	$617K	Sell	31,382 -1,458	-4%	-$29.7K	0.07%	197
2020 Q2	$625K	Buy	32,840 +400	+1%	+$7.44K	0.08%	185
2020 Q1	$459K	Hold	32,440	–	–	0.07%	202
2019 Q4	$770K	Sell	32,440 -8,081	-20%	-$185K	0.09%	180
2019 Q3	$941K	Sell	40,521 -4,768	-11%	-$120K	0.12%	145
2019 Q2	$1.27M	Hold	45,289	–	–	0.16%	121
2019 Q1	$1.3M	Sell	45,289 -160	-0.4%	-$4.29K	0.17%	119
2018 Q4	$1.21M	Sell	45,449 -4,850	-10%	-$121K	0.17%	120
2018 Q3	$1.37M	Buy	50,299 +7,795	+18%	+$226K	0.17%	125
2018 Q2	$1.15M	Hold	42,504	–	–	0.15%	137
2018 Q1	$1.06M	Buy	42,504 +4,655	+12%	+$137K	0.13%	146
2017 Q4	$1.15M	Buy	+37,849	New	+$1.1M	0.14%	145