Essex Private Wealth Management’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$239K	Buy	+1,544	New	+$239K	0.56%	30
2024 Q2	–	Sell	-1,264	Closed	-$201K	–	34
2024 Q1	$201K	Buy	+1,264	New	+$201K	0.57%	31