Financial Architects (New Jersey)’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	-400	Closed	-$16K	–	775
2020 Q2	$16K	Buy	400 +100	+33%	+$4K	﹤0.01%	580
2020 Q1	$6K	Hold	300	–	–	﹤0.01%	693
2019 Q4	$11K	Hold	300	–	–	﹤0.01%	666
2019 Q3	$10K	Hold	300	–	–	﹤0.01%	721
2019 Q2	$10K	Hold	300	–	–	﹤0.01%	786
2019 Q1	$8K	Hold	300	–	–	﹤0.01%	1027
2018 Q4	$8K	Hold	300	–	–	﹤0.01%	939
2018 Q3	$10K	Hold	300	–	–	﹤0.01%	986
2018 Q2	$9K	Sell	300 -240	-44%	-$7.2K	﹤0.01%	1027
2018 Q1	$14K	Hold	540	–	–	﹤0.01%	865
2017 Q4	$14K	Sell	540 -160	-23%	-$4.15K	﹤0.01%	937
2017 Q3	$17K	Sell	700 -154	-18%	-$3.74K	﹤0.01%	907
2017 Q2	$21K	Buy	854 +408	+91%	+$10K	﹤0.01%	840
2017 Q1	$12K	Hold	446	–	–	﹤0.01%	991
2016 Q4	$11K	Hold	446	–	–	﹤0.01%	982
2016 Q3	$11K	Hold	446	–	–	﹤0.01%	970
2016 Q2	$12K	Hold	446	–	–	﹤0.01%	918
2016 Q1	$12K	Buy	+446	New	+$12K	﹤0.01%	697
2015 Q3	–	Sell	-456	Closed	-$19K	–	909
2015 Q2	$19K	Hold	456	–	–	0.01%	640
2015 Q1	$18K	Buy	456 +156	+52%	+$6.16K	0.01%	598
2014 Q4	$11K	Hold	300	–	–	﹤0.01%	648
2014 Q3	$10K	Hold	300	–	–	﹤0.01%	610
2014 Q2	$11K	Buy	+300	New	+$11K	0.01%	610
2013 Q4	–	Sell	-300	Closed	-$9K	–	572
2013 Q3	$9K	Hold	300	–	–	0.01%	505
2013 Q2	$9K	Buy	+300	New	+$9K	0.01%	482