Brand Asset Management Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-662
| Closed | -$22K | – | 329 |
|
|
2019
Q2 | $22K | Hold |
662
| – | – | 0.01% | 193 |
|
|
2019
Q1 | $19K | Hold |
662
| – | – | 0.01% | 185 |
|
|
2018
Q4 | $17K | Hold |
662
| – | – | 0.01% | 158 |
|
|
2018
Q3 | $22K | Hold |
662
| – | – | 0.02% | 171 |
|
|
2018
Q2 | $20K | Buy |
+662
| New | +$20K | 0.02% | 181 |
|