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Estate Counselors’s Williams-Sonoma WSM Stock Holding History

Estate Counselors’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18,990
Closed -$1.09M – 174
2022
Q4 		$1.09M Hold
18,990
– – 0.15% 96
2022
Q3 		$1.12M Hold
18,990
– – 0.17% 69
2022
Q2 		$1.05M Buy
+18,990
New +$1.05M 0.16% 83