Kavar Capital Partners Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-554
| Closed | -$17K | – | 391 |
|
|
2018
Q2 | $17K | Hold |
554
| – | – | 0.01% | 274 |
|
|
2018
Q1 | $15K | Buy |
+554
| New | +$15K | 0.01% | 285 |
|
|
2016
Q1 | – | Sell |
-554
| Closed | -$16K | – | 402 |
|
|
2015
Q4 | $16K | Hold |
554
| – | – | 0.01% | 237 |
|
|
2015
Q3 | $21K | Hold |
554
| – | – | 0.01% | 227 |
|
|
2015
Q2 | $22K | Buy |
+554
| New | +$22K | 0.02% | 240 |
|
|
2014
Q2 | – | Sell |
-554
| Closed | -$18K | – | 450 |
|
|
2014
Q1 | $18K | Hold |
554
| – | – | 0.01% | 269 |
|
|
2013
Q4 | $16K | Buy |
+554
| New | +$16K | 0.01% | 264 |
|