Exencial Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,390	Closed	-$275K	–	438
2023 Q2	$275K	Buy	4,390 +344	+9%	+$21.5K	0.01%	379
2023 Q1	$246K	Buy	4,046 +162	+4%	+$9.86K	0.01%	378
2022 Q4	$223K	Buy	+3,884	New	+$223K	0.01%	396