Artemis Wealth Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-610
| Closed | -$38.2K | – | 78 |
|
|
2023
Q2 | $38.2K | Buy |
+610
| New | +$38.2K | 0.01% | 47 |
|
|
2023
Q1 | – | Sell |
-602
| Closed | -$34.6K | – | 93 |
|
|
2022
Q4 | $34.6K | Buy |
602
+4
| +0.7% | +$230 | 0.01% | 50 |
|
|
2022
Q3 | $35.3K | Buy |
598
+2
| +0.3% | +$118 | 0.01% | 53 |
|
|
2022
Q2 | $33K | Buy |
596
+114
| +24% | +$6.32K | 0.01% | 72 |
|
|
2022
Q1 | $35K | Buy |
+482
| New | +$35K | 0.01% | 45 |
|