Ameritas Investment Company’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,294
| Closed | -$474K | – | 2088 |
|
|
2021
Q1 | $474K | Buy |
+5,294
| New | +$474K | 0.04% | 366 |
|
|
2020
Q2 | – | Sell |
-248
| Closed | -$5K | – | 1601 |
|
|
2020
Q1 | $5K | Buy |
+248
| New | +$5K | ﹤0.01% | 1402 |
|
|
2019
Q4 | – | Sell |
-34,426
| Closed | -$1.17M | – | 1520 |
|
|
2019
Q3 | $1.17M | Buy |
+34,426
| New | +$1.17M | 0.23% | 87 |
|
|
2019
Q2 | – | Sell |
-724
| Closed | -$20K | – | 883 |
|
|
2019
Q1 | $20K | Buy |
+724
| New | +$20K | ﹤0.01% | 560 |
|