Capital Performance Advisors’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7
Closed -$1.08K 2712
2024
Q3
$1.08K Buy
+7
New +$1.08K ﹤0.01% 1868