Brendel Financial 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
Sell
-200
Closed -$16K 277
2021
Q2
$16K Buy
+200
New +$16K 0.01% 199
2020
Q1
Sell
-56,290
Closed -$2.07M 89
2019
Q4
$2.07M Buy
+56,290
New +$2.07M 1.76% 25