Lenox Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-66
Closed -$1K 808
2020
Q1
$1K Hold
66
﹤0.01% 737
2019
Q4
$2K Hold
66
﹤0.01% 636
2019
Q3
$2K Buy
+66
New +$2K ﹤0.01% 538