Glen Eagle Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-200
| Closed | -$12.2K | – | 1129 |
|
|
2023
Q1 | $12.2K | Sell |
200
-24
| -11% | -$1.46K | ﹤0.01% | 590 |
|
|
2022
Q4 | $12.9K | Buy |
224
+24
| +12% | +$1.38K | ﹤0.01% | 564 |
|
|
2022
Q3 | $11.8K | Hold |
200
| – | – | ﹤0.01% | 565 |
|
|
2022
Q2 | $11.1K | Hold |
200
| – | – | ﹤0.01% | 601 |
|
|
2022
Q1 | $14.5K | Hold |
200
| – | – | ﹤0.01% | 555 |
|
|
2021
Q4 | $16.9K | Buy |
+200
| New | +$16.9K | ﹤0.01% | 532 |
|
|
2020
Q1 | – | Sell |
-120
| Closed | -$4.41K | – | 937 |
|
|
2019
Q4 | $4.41K | Hold |
120
| – | – | ﹤0.01% | 728 |
|
|
2019
Q3 | $4.08K | Hold |
120
| – | – | ﹤0.01% | 660 |
|
|
2019
Q2 | $3.9K | Buy |
+120
| New | +$3.9K | ﹤0.01% | 648 |
|