King Wealth Management Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,000
| Closed | -$435K | – | 184 |
|
|
2022
Q1 | $435K | Sell |
6,000
-4,000
| -40% | -$290K | 0.09% | 98 |
|
|
2021
Q4 | $846K | Hold |
10,000
| – | – | 0.16% | 71 |
|
|
2021
Q3 | $887K | Buy |
10,000
+4,000
| +67% | +$355K | 0.18% | 71 |
|
|
2021
Q2 | $479K | Buy |
+6,000
| New | +$479K | 0.1% | 102 |
|
|
2021
Q1 | – | Sell |
-6,000
| Closed | -$306K | – | 166 |
|
|
2020
Q4 | $306K | Buy |
+6,000
| New | +$306K | 0.07% | 126 |
|