Lucus Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-14,706
| Closed | -$357K | – | 262 |
|
|
2017
Q2 | $357K | Buy |
+14,706
| New | +$357K | 0.48% | 119 |
|
|
2016
Q4 | – | Sell |
-15,540
| Closed | -$397K | – | 182 |
|
|
2016
Q3 | $397K | Buy |
15,540
+2,384
| +18% | +$60.9K | 0.34% | 85 |
|
|
2016
Q2 | $343K | Buy |
+13,156
| New | +$343K | 0.28% | 215 |
|