Apriem Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,900
| Closed | -$51K | – | 555 |
|
|
2017
Q1 | $51K | Buy |
1,900
+400
| +27% | +$10.7K | 0.01% | 228 |
|
|
2016
Q4 | $36K | Hold |
1,500
| – | – | 0.01% | 272 |
|
|
2016
Q3 | $38K | Sell |
1,500
-600
| -29% | -$15.2K | 0.01% | 254 |
|
|
2016
Q2 | $55K | Buy |
2,100
+400
| +24% | +$10.5K | 0.02% | 218 |
|
|
2016
Q1 | $47K | Buy |
1,700
+1,500
| +750% | +$41.5K | 0.02% | 208 |
|
|
2015
Q4 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 424 |
|