Calamos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-27,140
| Closed | -$1.03M | – | 264 |
|
|
2014
Q4 | $1.03M | Sell |
27,140
-170
| -0.6% | -$6.43K | 0.29% | 125 |
|
|
2014
Q3 | $909K | Buy |
27,310
+60
| +0.2% | +$2K | 0.26% | 127 |
|
|
2014
Q2 | $978K | Sell |
27,250
-5,950
| -18% | -$214K | 0.28% | 125 |
|
|
2014
Q1 | $1.11M | Sell |
33,200
-980
| -3% | -$32.6K | 0.33% | 118 |
|
|
2013
Q4 | $996K | Buy |
34,180
+4,636
| +16% | +$135K | 0.31% | 108 |
|
|
2013
Q3 | $830K | Buy |
29,544
+780
| +3% | +$21.9K | 0.27% | 116 |
|
|
2013
Q2 | $804K | Buy |
+28,764
| New | +$804K | 0.28% | 108 |
|