Berman Capital Advisors’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 | $56K | Buy |
632
+366
| +138% | +$32.4K | 0.01% | 638 |
|
|
2021
Q2 | $21K | Buy |
266
+214
| +412% | +$16.9K | ﹤0.01% | 896 |
|
|
2021
Q1 | $4K | Buy |
52
+8
| +18% | +$615 | ﹤0.01% | 1368 |
|
|
2020
Q4 | $2K | Buy |
44
+6
| +16% | +$273 | ﹤0.01% | 1453 |
|
|
2020
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 1537 |
|
|
2020
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1525 |
|