Alera Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-74
Closed -$2K 1022
2019
Q1
$2K Buy
74
+46
+164% +$1.24K ﹤0.01% 871
2018
Q4
$1K Buy
+28
New +$1K ﹤0.01% 1044