Arbor 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
2018
Q2
Sell
-15,118
Closed -$367K 69
2018
Q1
$367K Hold
15,118
0.31% 48
2017
Q4
$390K Hold
15,118
0.3% 54
2017
Q3
$389K Buy
+15,118
New +$389K 0.33% 52