EW
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Evoke Wealth’s Williams-Sonoma WSM Stock Holding History

Evoke Wealth’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-36
Closed -$2K – 1145
2020
Q2 		$2K Sell
36
-2
-5% -$68 ﹤0.01% 909
2020
Q1 		$789 Buy
38
+2
+6% +$64 ﹤0.01% 964
2019
Q4 		$1.35K Hold
36
– – ﹤0.01% 1128
2019
Q3 		$1.24K Buy
+36
New +$1.19K ﹤0.01% 1284

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BC
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HMP
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