HL Financial Services’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-24,554
| Closed | -$648K | – | 710 |
|
|
2018
Q1 | $648K | Buy |
24,554
+62
| +0.3% | +$1.64K | 0.01% | 446 |
|
|
2017
Q4 | $633K | Buy |
+24,492
| New | +$633K | 0.01% | 382 |
|
|
2017
Q1 | – | Sell |
-11,134
| Closed | -$270K | – | 701 |
|
|
2016
Q4 | $270K | Buy |
11,134
+1,358
| +14% | +$32.9K | 0.01% | 580 |
|
|
2016
Q3 | $250K | Buy |
9,776
+1,926
| +25% | +$49.3K | 0.01% | 578 |
|
|
2016
Q2 | $205K | Buy |
+7,850
| New | +$205K | ﹤0.01% | 626 |
|