Cetera 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
Q1 | $1.06M | Buy |
6,696
+3,000
| +81% | +$476K | 0.01% | 1129 |
|
|
2023
Q4 | $373K | Buy |
3,696
+764
| +26% | +$77.1K | 0.01% | 1293 |
|
|
2023
Q3 | $228K | Buy |
+2,932
| New | +$228K | ﹤0.01% | 1474 |
|
|
2021
Q2 | – | Sell |
-50,062
| Closed | -$4.49M | – | 1353 |
|
|
2021
Q1 | $4.49M | Buy |
+50,062
| New | +$4.49M | 0.12% | 170 |
|