CKW Financial Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-494
| Closed | -$20K | – | 300 |
|
|
2015
Q2 | $20K | Hold |
494
| – | – | 0.01% | 214 |
|
|
2015
Q1 | $19K | Sell |
494
-14
| -3% | -$538 | 0.01% | 231 |
|
|
2014
Q4 | $19K | Hold |
508
| – | – | 0.01% | 215 |
|
|
2014
Q3 | $17K | Sell |
508
-136
| -21% | -$4.55K | 0.01% | 232 |
|
|
2014
Q2 | $23K | Sell |
644
-142
| -18% | -$5.07K | 0.01% | 195 |
|
|
2014
Q1 | $26K | Buy |
786
+272
| +53% | +$9K | 0.01% | 195 |
|
|
2013
Q4 | $15K | Buy |
+514
| New | +$15K | 0.01% | 238 |
|