Affinity Wealth Management’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-9,114
Closed -$780K 127
2021
Q3
$780K Buy
9,114
+1,792
+24% +$153K 0.15% 61
2021
Q2
$582K Buy
7,322
+4,488
+158% +$357K 0.12% 64
2021
Q1
$235K Buy
+2,834
New +$235K 0.05% 87