BKM Wealth Management’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-114
Closed -$11.5K 567
2023
Q4
$11.5K Buy
+114
New +$11.5K ﹤0.01% 445