CX Institutional’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-19,060	Closed	-$1.12M	–	582
2022 Q3	$1.12M	Buy	19,060 +4,166	+28%	+$245K	0.08%	241
2022 Q2	$826K	Buy	+14,894	New	+$826K	0.06%	256