BWAM
Boyd Watterson Asset Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,217
| Closed | -$314K | – | 125 |
|
|
2018
Q4 | $314K | Buy |
6,217
+155
| +3% | +$7.83K | 0.23% | 94 |
|
|
2018
Q3 | $398K | Buy |
6,062
+25
| +0.4% | +$1.64K | 0.23% | 99 |
|
|
2018
Q2 | $371K | Buy |
6,037
+190
| +3% | +$11.7K | 0.21% | 97 |
|
|
2018
Q1 | $308K | Buy |
+5,847
| New | +$308K | 0.15% | 125 |
|