Jackson Creek Investment Advisors’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
-1,682
Closed -$237K 365
2024
Q2
$237K Buy
+1,682
New +$237K 0.09% 290
2021
Q2
Sell
-4,762
Closed -$427K 362
2021
Q1
$427K Sell
4,762
-100
-2% -$8.97K 0.15% 251
2020
Q4
$248K Buy
+4,862
New +$248K 0.1% 286