MANA Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,930
| Closed | -$200K | – | 21 |
|
|
2020
Q4 | $200K | Buy |
+3,930
| New | +$200K | 3.7% | 16 |
|
|
2020
Q2 | – | Sell |
-14,822
| Closed | -$315K | – | 103 |
|
|
2020
Q1 | $315K | Buy |
+14,822
| New | +$315K | 6.72% | 4 |
|
|
2018
Q2 | – | Sell |
-18,488
| Closed | -$488K | – | 198 |
|
|
2018
Q1 | $488K | Buy |
+18,488
| New | +$488K | 0.71% | 36 |
|