KI
Kapitalo Investimentos’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,437
| Closed | -$223K | – | 356 |
|
|
2024
Q3 | $223K | Buy |
1,437
+559
| +64% | +$86.6K | 0.05% | 139 |
|
|
2024
Q2 | $248K | Buy |
878
+52
| +6% | +$14.7K | 0.07% | 111 |
|
|
2024
Q1 | $262K | Sell |
826
-860
| -51% | -$273K | 0.06% | 192 |
|
|
2023
Q4 | $340K | Buy |
+1,686
| New | +$340K | 0.07% | 163 |
|