Ellevest Inc’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-64
| Closed | -$3.89K | – | 1663 |
|
|
2023
Q1 | $3.89K | Buy |
64
+22
| +52% | +$1.34K | ﹤0.01% | 1276 |
|
|
2022
Q4 | $2.41K | Sell |
42
-134
| -76% | -$7.7K | ﹤0.01% | 1354 |
|
|
2022
Q3 | $10K | Sell |
176
-62
| -26% | -$3.52K | ﹤0.01% | 1009 |
|
|
2022
Q2 | $13K | Buy |
238
+208
| +693% | +$11.4K | ﹤0.01% | 840 |
|
|
2022
Q1 | $2K | Buy |
30
+22
| +275% | +$1.47K | ﹤0.01% | 1227 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1345 |
|
|
2021
Q2 | – | Sell |
-32
| Closed | -$3K | – | 1438 |
|
|
2021
Q1 | $3K | Buy |
32
+6
| +23% | +$563 | ﹤0.01% | 1019 |
|
|
2020
Q4 | $1K | Sell |
26
-8
| -24% | -$308 | ﹤0.01% | 1131 |
|
|
2020
Q3 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 937 |
|