Intrua Financial’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,470
Closed -$208K 411
2024
Q2
$208K Sell
1,470
-262
-15% -$37K 0.03% 377
2024
Q1
$275K Buy
+1,732
New +$275K 0.04% 335