BDO 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
Q2 | $376 | Hold |
6
| – | – | ﹤0.01% | 942 |
|
|
2023
Q1 | $365 | Hold |
6
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q4 | $345 | Hold |
6
| – | – | ﹤0.01% | 972 |
|
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1145 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1126 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1149 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1067 |
|
|
2020
Q2 | – | Sell |
-720
| Closed | -$15K | – | 771 |
|
|
2020
Q1 | $15K | Buy |
+720
| New | +$15K | ﹤0.01% | 498 |
|