Avalon Investment & Advisory’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-6,826
Closed -$545K 370
2021
Q2
$545K Hold
6,826
0.01% 275
2021
Q1
$612K Buy
+6,826
New +$612K 0.01% 271