FormulaFolio Investments’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-9,348
Closed -$318K 392
2019
Q3
$318K Sell
9,348
-1,452
-13% -$49.4K 0.01% 271
2019
Q2
$351K Buy
+10,800
New +$351K 0.01% 248