BHWA
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Beacon Harbor Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-59,866
Closed -$2.2M – 62
2019
Q4 		$2.2M Buy
59,866
+980
+2% +$36K 1.3% 35
2019
Q3 		$2.06M Buy
+58,886
New +$2.06M 1.32% 34