Jackson Grant Investment Advisers’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-660
Closed -$17K 258
2018
Q4
$17K Buy
660
+440
+200% +$11.3K 0.01% 185
2018
Q3
$7K Buy
+220
New +$7K ﹤0.01% 198