C.M. Bidwell & Associates’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-574
| Closed | -$32K | – | 552 |
|
|
2022
Q2 | $32K | Buy |
+574
| New | +$32K | 0.03% | 309 |
|
|
2022
Q1 | – | Sell |
-740
| Closed | -$63K | – | 618 |
|
|
2021
Q4 | $63K | Buy |
+740
| New | +$63K | 0.04% | 282 |
|
|
2015
Q3 | – | Sell |
-79,920
| Closed | -$3.29M | – | 284 |
|
|
2015
Q2 | $3.29M | Buy |
+79,920
| New | +$3.29M | 0.73% | 71 |
|