GW Henssler & Associates’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,414
| Closed | -$328K | – | 235 |
|
|
2020
Q1 | $328K | Sell |
15,414
-520
| -3% | -$11.1K | 0.03% | 137 |
|
|
2019
Q4 | $585K | Buy |
15,934
+2,934
| +23% | +$108K | 0.05% | 118 |
|
|
2019
Q3 | $442K | Sell |
13,000
-3,000
| -19% | -$102K | 0.04% | 122 |
|
|
2019
Q2 | $520K | Buy |
16,000
+1,788
| +13% | +$58.1K | 0.05% | 116 |
|
|
2019
Q1 | $400K | Buy |
+14,212
| New | +$400K | 0.04% | 154 |
|