LFASL
Lugano Financial Advisors SA (LFA)’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,521
| Closed | -$190K | – | 213 |
|
|
2023
Q2 | $190K | Hold |
1,521
| – | – | 0.13% | 77 |
|
|
2023
Q1 | $185K | Sell |
1,521
-254
| -14% | -$30.9K | 0.14% | 51 |
|
|
2022
Q4 | $204K | Sell |
1,775
-1,775
| -50% | -$204K | 0.15% | 59 |
|
|
2022
Q3 | $418K | Buy |
3,550
+1,775
| +100% | +$209K | 0.33% | 47 |
|
|
2022
Q2 | $196K | Hold |
1,775
| – | – | 0.14% | 63 |
|
|
2022
Q1 | $258K | Hold |
1,775
| – | – | 0.17% | 56 |
|
|
2021
Q4 | $300K | Hold |
1,775
| – | – | 0.17% | 56 |
|
|
2021
Q3 | $315K | Hold |
1,775
| – | – | 0.21% | 53 |
|
|
2021
Q2 | $283K | Hold |
1,775
| – | – | 0.18% | 53 |
|
|
2021
Q1 | $318K | Buy |
+1,775
| New | +$318K | 0.22% | 48 |
|