Marino Stram & Associates’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-3,684
Closed -$294K 292
2021
Q2
$294K Buy
+3,684
New +$294K 0.08% 210
2018
Q2
Sell
-1,050
Closed -$28K 535
2018
Q1
$28K Hold
1,050
0.03% 214
2017
Q4
$27K Buy
+1,050
New +$27K 0.02% 226