Disciplined 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
Q3 | – | Sell |
-24
| Closed | -$1.5K | – | 1570 |
|
|
2023
Q2 | $1.5K | Buy |
24
+10
| +71% | +$626 | ﹤0.01% | 782 |
|
|
2023
Q1 | $852 | Sell |
14
-10
| -42% | -$609 | ﹤0.01% | 1028 |
|
|
2022
Q4 | $1.38K | Sell |
24
-8
| -25% | -$460 | ﹤0.01% | 766 |
|
|
2022
Q3 | $2K | Buy |
32
+18
| +129% | +$1.13K | ﹤0.01% | 744 |
|
|
2022
Q2 | $1K | Sell |
14
-12
| -46% | -$857 | ﹤0.01% | 1172 |
|
|
2022
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 816 |
|