Mark Sheptoff Financial Planning’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-140	Closed	-$19.8K	–	462
2024 Q2	$19.8K	Buy	+140	New	+$19.8K	0.01%	255
2016 Q4	–	Sell	-9,700	Closed	-$248K	–	376
2016 Q3	$248K	Sell	9,700 -5,400	-36%	-$138K	0.18%	90
2016 Q2	$394K	Buy	+15,100	New	+$394K	0.29%	68