Creative Financial Designs’s Williams-Sonoma WSM Stock Holding History

Creative Financial Designs’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$158	Buy
2020 Q1	–	Sell
2019 Q4	$6K	Hold
2019 Q3	$5K	Buy
2019 Q2	$5K	Buy
2019 Q1	$4K	Hold
2018 Q4	$4K	Buy
2018 Q3	$5K	Hold
2018 Q2	$5K	Buy
2018 Q1	$4K	Buy