Invictus RG’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,912
| Closed | -$359K | – | 142 |
|
|
2018
Q3 | $359K | Buy |
10,912
+2,168
| +25% | +$71.3K | 0.28% | 100 |
|
|
2018
Q2 | $268K | Buy |
+8,744
| New | +$268K | 0.23% | 146 |
|
|
2017
Q2 | – | Sell |
-4,532
| Closed | -$122K | – | 857 |
|
|
2017
Q1 | $122K | Buy |
+4,532
| New | +$122K | 0.08% | 410 |
|