Montag & Associates’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-8,000	Closed	-$204K	–	248
2016 Q3	$204K	Buy	+8,000	New	+$204K	0.03%	237