Bellecapital’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-8,450
Closed -$715K 218
2021
Q4
$715K Sell
8,450
-794
-9% -$67.2K 0.2% 87
2021
Q3
$820K Buy
+9,244
New +$820K 0.25% 79