Carolinas Wealth Consulting’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,250
Closed -$112K 1020
2021
Q1
$112K Hold
1,250
0.03% 239
2020
Q4
$64K Buy
+1,250
New +$64K 0.02% 298