DPA
Delphi Private Advisors’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-26
| Closed | -$1K | – | 121 |
|
|
2017
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 117 |
|
|
2016
Q3 | – | Sell |
-26
| Closed | -$1K | – | 553 |
|
|
2016
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 435 |
|
|
2016
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 295 |
|
|
2015
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 341 |
|