Herold Advisors’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,800
Closed -$131K 676
2022
Q1
$131K Buy
+1,800
New +$131K 0.05% 241
2021
Q4
Sell
-1,800
Closed -$159K 651
2021
Q3
$159K Buy
+1,800
New +$159K 0.06% 224