Caldwell Trust’s Williams-Sonoma WSM Stock Holding History

Caldwell Trust’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-522
2021 Q2	$41.7K	Hold	522
2021 Q1	$46.8K	Hold	522
2020 Q4	$26.6K	Hold	522
2020 Q3	$23.6K	Hold	522
2020 Q2	$21.4K	Hold	522
2020 Q1	$11.1K	Hold	522
2019 Q4	$19.2K	Buy	+522