CIBC Bank USA’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-9,150
| Closed | -$346K | – | 298 |
|
|
2014
Q4 | $346K | Sell |
9,150
-350
| -4% | -$13.2K | 0.06% | 204 |
|
|
2014
Q3 | $316K | Buy |
9,500
+3,500
| +58% | +$116K | 0.06% | 223 |
|
|
2014
Q2 | $215K | Sell |
6,000
-98
| -2% | -$3.51K | 0.04% | 275 |
|
|
2014
Q1 | $203K | Buy |
+6,098
| New | +$203K | 0.04% | 300 |
|
|
2013
Q4 | – | Sell |
-9,670
| Closed | -$272K | – | 316 |
|
|
2013
Q3 | $272K | Buy |
+9,670
| New | +$272K | 0.07% | 249 |
|