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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-522
Closed -$41.7K – 757
2021
Q2 		$41.7K Hold
522
– – 0.01% 477
2021
Q1 		$46.8K Hold
522
– – 0.01% 440
2020
Q4 		$26.6K Hold
522
– – ﹤0.01% 502
2020
Q3 		$23.6K Hold
522
– – ﹤0.01% 511
2020
Q2 		$21.4K Hold
522
– – ﹤0.01% 535
2020
Q1 		$11.1K Hold
522
– – ﹤0.01% 619
2019
Q4 		$19.2K Buy
+522
New +$18.1K ﹤0.01% 589

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