Gideon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-9,564
| Closed | -$232K | – | 530 |
|
|
2016
Q4 | $232K | Buy |
+9,564
| New | +$232K | 0.15% | 336 |
|
|
2015
Q2 | – | Sell |
-6,480
| Closed | -$258K | – | 328 |
|
|
2015
Q1 | $258K | Buy |
+6,480
| New | +$258K | 0.1% | 196 |
|
|
2014
Q1 | – | Sell |
-20,222
| Closed | -$589K | – | 299 |
|
|
2013
Q4 | $589K | Buy |
+20,222
| New | +$589K | 0.35% | 87 |
|