Capital Advisory Group Advisory Services’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-868
| Closed | -$63K | – | 492 |
|
|
2022
Q1 | $63K | Buy |
+868
| New | +$63K | 0.03% | 228 |
|
|
2021
Q4 | – | Sell |
-766
| Closed | -$68K | – | 519 |
|
|
2021
Q3 | $68K | Buy |
766
+478
| +166% | +$42.4K | 0.02% | 253 |
|
|
2021
Q2 | $23K | Buy |
288
+262
| +1,008% | +$20.9K | 0.01% | 324 |
|
|
2021
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 490 |
|