Independent Advisor Alliance’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	-3,066	Closed	-$222K	–	701
2022 Q1	$222K	Buy	3,066 +408	+15%	+$29.5K	0.01%	586
2021 Q4	$225K	Sell	2,658 -118	-4%	-$9.99K	0.01%	599
2021 Q3	$246K	Buy	+2,776	New	+$246K	0.01%	541