Meitav Investment House’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-40,000
| Closed | -$1.01M | – | 416 |
|
|
2018
Q4 | $1.01M | Sell |
40,000
-16,000
| -29% | -$404K | 0.06% | 144 |
|
|
2018
Q3 | $1.83M | Hold |
56,000
| – | – | 0.09% | 150 |
|
|
2018
Q2 | $1.72M | Buy |
56,000
+4,000
| +8% | +$123K | 0.08% | 129 |
|
|
2018
Q1 | $1.37M | Buy |
52,000
+12,000
| +30% | +$317K | 0.07% | 113 |
|
|
2017
Q4 | $1.05M | Buy |
+40,000
| New | +$1.05M | 0.06% | 132 |
|