JPLA
Joseph P. Lucia & Associates’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-600
| Closed | -$49K | – | 465 |
|
|
2020
Q2 | $49K | Sell |
600
-1,000
| -63% | -$81.7K | 0.04% | 174 |
|
|
2020
Q1 | $68K | Buy |
1,600
+300
| +23% | +$12.8K | 0.08% | 144 |
|
|
2019
Q4 | $95K | Buy |
1,300
+300
| +30% | +$21.9K | 0.09% | 137 |
|
|
2019
Q3 | $68K | Sell |
1,000
-400
| -29% | -$27.2K | 0.07% | 148 |
|
|
2019
Q2 | $91K | Buy |
+1,400
| New | +$91K | 0.1% | 127 |
|