KLI
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Kelman-Lazarov Inc’s Williams-Sonoma WSM Stock Holding History

Kelman-Lazarov Inc’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-800
Closed -$19.4K – 258
2016
Q4 		$19.4K Hold
800
– – 0.01% 220
2016
Q3 		$20.4K Hold
800
– – 0.01% 249
2016
Q2 		$21.2K Hold
800
– – 0.01% 233
2016
Q1 		$22K Buy
+800
New +$21.7K 0.01% 243

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