Mid Atlantic Financial Management’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
$235K Buy
2,648
+8
+0.3% +$710 0.02% 762
2021
Q2
$211K Sell
2,640
-106
-4% -$8.47K 0.01% 825
2021
Q1
$246K Buy
+2,746
New +$246K 0.02% 706