Advisors Preferred’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-80
| Closed | -$8.13K | – | 285 |
|
|
2023
Q4 | $8.13K | Sell |
80
-26
| -25% | -$2.64K | ﹤0.01% | 217 |
|
|
2023
Q3 | $8.17K | Sell |
106
-98
| -48% | -$7.56K | ﹤0.01% | 184 |
|
|
2023
Q2 | $13K | Sell |
204
-34
| -14% | -$2.16K | ﹤0.01% | 148 |
|
|
2023
Q1 | $14.5K | Buy |
+238
| New | +$14.5K | ﹤0.01% | 158 |
|
|
2017
Q3 | – | Sell |
-2,542
| Closed | -$62K | – | 297 |
|
|
2017
Q2 | $62K | Buy |
+2,542
| New | +$62K | 0.03% | 135 |
|