CFO4Life Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,002
| Closed | -$719K | – | 154 |
|
|
2021
Q2 | $719K | Buy |
9,002
+246
| +3% | +$19.6K | 0.17% | 63 |
|
|
2021
Q1 | $785K | Buy |
8,756
+74
| +0.9% | +$6.63K | 0.2% | 56 |
|
|
2020
Q4 | $442K | Buy |
8,682
+194
| +2% | +$9.88K | 0.13% | 91 |
|
|
2020
Q3 | $384K | Buy |
+8,488
| New | +$384K | 0.13% | 93 |
|