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Lloyd Advisory Services’s Williams-Sonoma WSM Stock Holding History

Lloyd Advisory Services’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,608
Closed -$280K – 339
2023
Q3 		$280K Buy
+3,608
New +$280K 0.09% 194