LWAM
Legacy Wealth Asset Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,094
| Closed | -$262K | – | 349 |
|
|
2023
Q2 | $262K | Buy |
2,094
+37
| +2% | +$4.63K | 0.09% | 302 |
|
|
2023
Q1 | $250K | Sell |
2,057
-17
| -0.8% | -$2.07K | 0.09% | 304 |
|
|
2022
Q4 | $238K | Sell |
2,074
-497
| -19% | -$57.1K | 0.09% | 307 |
|
|
2022
Q3 | $303K | Buy |
2,571
+18
| +0.7% | +$2.12K | 0.13% | 262 |
|
|
2022
Q2 | $283K | Buy |
2,553
+41
| +2% | +$4.55K | 0.11% | 236 |
|
|
2022
Q1 | $364K | Buy |
2,512
+19
| +0.8% | +$2.75K | 0.13% | 222 |
|
|
2021
Q4 | $422K | Sell |
2,493
-30
| -1% | -$5.08K | 0.14% | 220 |
|
|
2021
Q3 | $447K | Sell |
2,523
-7
| -0.3% | -$1.24K | 0.2% | 184 |
|
|
2021
Q2 | $404K | Sell |
2,530
-552
| -18% | -$88.1K | 0.18% | 212 |
|
|
2021
Q1 | $552K | Sell |
3,082
-18
| -0.6% | -$3.22K | 0.25% | 163 |
|
|
2020
Q4 | $316K | Buy |
+3,100
| New | +$316K | 0.16% | 226 |
|