Menard Financial Group’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,614	Closed	-$644K	–	156
2021 Q4	$644K	Sell	7,614 -602	-7%	-$50.9K	0.53%	46
2021 Q3	$728K	Sell	8,216 -38	-0.5%	-$3.37K	0.64%	36
2021 Q2	$659K	Buy	8,254 +792	+11%	+$63.2K	0.62%	40
2021 Q1	$669K	Buy	+7,462	New	+$669K	0.72%	33