DFPG Investments’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $625K | Buy |
6,422
+82
| +1% | +$7.98K | 0.05% | 339 |
|
|
2023
Q3 | $468K | Buy |
6,340
+1,702
| +37% | +$126K | 0.04% | 366 |
|
|
2023
Q2 | $306K | Sell |
4,638
-13,088
| -74% | -$862K | 0.03% | 469 |
|
|
2023
Q1 | $1.08M | Buy |
17,726
+2,680
| +18% | +$163K | 0.12% | 185 |
|
|
2022
Q4 | $979K | Buy |
+15,046
| New | +$979K | 0.16% | 147 |
|