Evoke Wealth’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-36
| Closed | -$2K | – | 1144 |
|
|
2020
Q2 | $2K | Sell |
36
-2
| -5% | -$111 | ﹤0.01% | 909 |
|
|
2020
Q1 | $789 | Buy |
38
+2
| +6% | +$42 | ﹤0.01% | 964 |
|
|
2019
Q4 | $1.35K | Hold |
36
| – | – | ﹤0.01% | 1128 |
|
|
2019
Q3 | $1.24K | Buy |
+36
| New | +$1.24K | ﹤0.01% | 1284 |
|