Hartford Financial Management’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 |
-600
| Closed | -$20K | – | 355 |
|
|
2019
Q3 | $20K | Hold |
600
| – | – | 0.01% | 262 |
|
|
2019
Q2 | $20K | Hold |
600
| – | – | 0.01% | 263 |
|
|
2019
Q1 | $17K | Hold |
600
| – | – | 0.01% | 278 |
|
|
2018
Q4 | $15K | Hold |
600
| – | – | 0.01% | 287 |
|
|
2018
Q3 | $20K | Hold |
600
| – | – | 0.01% | 276 |
|
|
2018
Q2 | $18K | Hold |
600
| – | – | 0.01% | 286 |
|
|
2018
Q1 | $15K | Buy |
+600
| New | +$15K | 0.01% | 240 |
|