Kovack Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-14,754
| Closed | -$381K | – | 528 |
|
|
2017
Q4 | $381K | Buy |
14,754
+6
| +0% | +$155 | 0.1% | 244 |
|
|
2017
Q3 | $368K | Buy |
14,748
+56
| +0.4% | +$1.4K | 0.12% | 197 |
|
|
2017
Q2 | $356K | Buy |
14,692
+48
| +0.3% | +$1.16K | 0.11% | 208 |
|
|
2017
Q1 | $393K | Buy |
+14,644
| New | +$393K | 0.15% | 161 |
|