CSat Investment Advisory’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-432
| Closed | -$20K | – | 972 |
|
|
2020
Q3 | $20K | Buy |
432
+54
| +14% | +$2.5K | ﹤0.01% | 865 |
|
|
2020
Q2 | $15K | Sell |
378
-102
| -21% | -$4.05K | ﹤0.01% | 930 |
|
|
2020
Q1 | $10K | Buy |
480
+92
| +24% | +$1.92K | ﹤0.01% | 925 |
|
|
2019
Q4 | $14K | Buy |
388
+48
| +14% | +$1.73K | ﹤0.01% | 900 |
|
|
2019
Q3 | $12K | Buy |
340
+48
| +16% | +$1.69K | ﹤0.01% | 868 |
|
|
2019
Q2 | $9K | Buy |
+292
| New | +$9K | ﹤0.01% | 922 |
|