Integrated Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-218
| Closed | -$6K | – | 1012 |
|
|
2016
Q3 | $6K | Sell |
218
-96
| -31% | -$2.64K | ﹤0.01% | 879 |
|
|
2016
Q2 | $8K | Buy |
314
+96
| +44% | +$2.45K | ﹤0.01% | 828 |
|
|
2016
Q1 | $6K | Hold |
218
| – | – | ﹤0.01% | 821 |
|
|
2015
Q4 | $6K | Hold |
218
| – | – | ﹤0.01% | 907 |
|
|
2015
Q3 | $8K | Hold |
218
| – | – | ﹤0.01% | 831 |
|
|
2015
Q2 | $9K | Hold |
218
| – | – | ﹤0.01% | 827 |
|
|
2015
Q1 | $8K | Buy |
+218
| New | +$8K | ﹤0.01% | 824 |
|