Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20
| Closed | -$1.22K | – | 692 |
|
|
2023
Q1 | $1.22K | Hold |
20
| – | – | ﹤0.01% | 599 |
|
|
2022
Q4 | $1.15K | Hold |
20
| – | – | ﹤0.01% | 618 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 714 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 765 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 828 |
|
|
2021
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 721 |
|