FinTrust Capital Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $48.6K | Hold |
314
| – | – | 0.01% | 573 |
|
|
2024
Q2 | $44.3K | Sell |
314
-30
| -9% | -$4.24K | 0.01% | 556 |
|
|
2024
Q1 | $54.6K | Sell |
344
-698
| -67% | -$111K | 0.01% | 483 |
|
|
2023
Q4 | $105K | Buy |
1,042
+90
| +9% | +$9.08K | 0.02% | 358 |
|
|
2023
Q3 | $74K | Buy |
+952
| New | +$74K | 0.02% | 398 |
|
|
2019
Q2 | – | Sell |
-2
| Closed | – | – | 1278 |
|
|
2019
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1348 |
|
|
2018
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1303 |
|