Catalyst Capital Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-27,500
| Closed | -$774K | – | 480 |
|
|
2019
Q1 | $774K | Buy |
+27,500
| New | +$774K | 0.03% | 155 |
|
|
2018
Q2 | – | Sell |
-18,800
| Closed | -$496K | – | 539 |
|
|
2018
Q1 | $496K | Buy |
+18,800
| New | +$496K | 0.02% | 203 |
|
|
2014
Q4 | – | Sell |
-118,258
| Closed | -$3.94M | – | 555 |
|
|
2014
Q3 | $3.94M | Buy |
+118,258
| New | +$3.94M | 0.51% | 66 |
|