CFM Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-80
Closed -$3K 458
2020
Q2
$3K Sell
80
-1,302
-94% -$48.8K ﹤0.01% 460
2020
Q1
$29K Sell
1,382
-108
-7% -$2.27K 0.01% 328
2019
Q4
$57K Buy
+1,490
New +$57K 0.02% 271