Financial Architects (New Jersey)’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-400	Closed	-$16K	–	776
2020 Q2	$16K	Buy	400 +100	+33%	+$3.4K	﹤0.01%	581
2020 Q1	$6K	Hold	300	–	–	﹤0.01%	694
2019 Q4	$11K	Hold	300	–	–	﹤0.01%	666
2019 Q3	$10K	Hold	300	–	–	﹤0.01%	735
2019 Q2	$10K	Hold	300	–	–	﹤0.01%	893
2019 Q1	$8K	Hold	300	–	–	﹤0.01%	1148
2018 Q4	$8K	Hold	300	–	–	﹤0.01%	1048
2018 Q3	$10K	Hold	300	–	–	﹤0.01%	1125
2018 Q2	$9K	Sell	300 -240	-44%	-$6.42K	﹤0.01%	1027
2018 Q1	$14K	Hold	540	–	–	﹤0.01%	989
2017 Q4	$14K	Sell	540 -160	-23%	-$4.08K	﹤0.01%	1062
2017 Q3	$17K	Sell	700 -154	-18%	-$3.58K	﹤0.01%	1003
2017 Q2	$21K	Buy	854 +408	+91%	+$10.4K	﹤0.01%	944
2017 Q1	$12K	Hold	446	–	–	﹤0.01%	1093
2016 Q4	$11K	Hold	446	–	–	﹤0.01%	996
2016 Q3	$11K	Hold	446	–	–	﹤0.01%	991
2016 Q2	$12K	Hold	446	–	–	﹤0.01%	929
2016 Q1	$12K	Buy	+446	New	+$12.1K	﹤0.01%	712
2015 Q3	–	Sell	-456	Closed	-$19K	–	946
2015 Q2	$19K	Hold	456	–	–	0.01%	658
2015 Q1	$18K	Buy	456 +156	+52%	+$6.19K	0.01%	603
2014 Q4	$11K	Hold	300	–	–	﹤0.01%	654
2014 Q3	$10K	Hold	300	–	–	﹤0.01%	615
2014 Q2	$11K	Buy	+300	New	+$9.87K	0.01%	620
2013 Q4	–	Sell	-300	Closed	-$9K	–	573
2013 Q3	$9K	Hold	300	–	–	0.01%	505
2013 Q2	$9K	Buy	+300	New	+$8.08K	0.01%	482