Clarus Wealth Advisors’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-622
| Closed | -$20K | – | 552 |
|
|
2019
Q2 | $20K | Buy |
622
+4
| +0.6% | +$129 | 0.01% | 366 |
|
|
2019
Q1 | $17K | Buy |
618
+6
| +1% | +$165 | 0.01% | 452 |
|
|
2018
Q4 | $15K | Buy |
612
+4
| +0.7% | +$98 | 0.02% | 450 |
|
|
2018
Q3 | $20K | Buy |
608
+4
| +0.7% | +$132 | 0.01% | 435 |
|
|
2018
Q2 | $16K | Buy |
+604
| New | +$16K | 0.01% | 460 |
|