Concert Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-7,192
| Closed | -$200K | – | 724 |
|
|
2016
Q1 | $200K | Hold |
7,192
| – | – | 0.03% | 593 |
|
|
2015
Q4 | $211K | Sell |
7,192
-66
| -0.9% | -$1.94K | 0.03% | 579 |
|
|
2015
Q3 | $279K | Hold |
7,258
| – | – | 0.04% | 511 |
|
|
2015
Q2 | $298K | Buy |
+7,258
| New | +$298K | 0.04% | 495 |
|
|
2015
Q1 | – | Sell |
-7,160
| Closed | -$270K | – | 633 |
|
|
2014
Q4 | $270K | Hold |
7,160
| – | – | 0.04% | 487 |
|
|
2014
Q3 | $238K | Hold |
7,160
| – | – | 0.03% | 448 |
|
|
2014
Q2 | $250K | Sell |
7,160
-208
| -3% | -$7.26K | 0.03% | 461 |
|
|
2014
Q1 | $246K | Hold |
7,368
| – | – | 0.03% | 459 |
|
|
2013
Q4 | $216K | Hold |
7,368
| – | – | 0.03% | 473 |
|
|
2013
Q3 | $209K | Hold |
7,368
| – | – | 0.03% | 476 |
|
|
2013
Q2 | $206K | Buy |
+7,368
| New | +$206K | 0.03% | 449 |
|