JNBA Financial Advisors’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
-5,120
Closed -$168K 731
2018
Q3
$168K Buy
+5,120
New +$168K 0.08% 140
2016
Q4
Sell
-176
Closed -$4K 1361
2016
Q3
$4K Buy
+176
New +$4K ﹤0.01% 1313