Chemical Bank’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,126
| Closed | -$398K | – | 364 |
|
|
2018
Q3 | $398K | Buy |
12,126
+12
| +0.1% | +$394 | 0.04% | 286 |
|
|
2018
Q2 | $372K | Buy |
12,114
+2,140
| +21% | +$65.7K | 0.04% | 286 |
|
|
2018
Q1 | $263K | Sell |
9,974
-3,790
| -28% | -$99.9K | 0.03% | 326 |
|
|
2017
Q4 | $356K | Sell |
13,764
-1,100
| -7% | -$28.5K | 0.04% | 287 |
|
|
2017
Q3 | $371K | Buy |
14,864
+5,200
| +54% | +$130K | 0.04% | 280 |
|
|
2017
Q2 | $234K | Buy |
+9,664
| New | +$234K | 0.03% | 349 |
|