MorganRosel Wealth Management’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 |
-11,856
| Closed | -$1M | – | 99 |
|
|
2021
Q4 | $1M | Buy |
11,856
+434
| +4% | +$36.7K | 0.49% | 39 |
|
|
2021
Q3 | $1.01M | Sell |
11,422
-1,164
| -9% | -$103K | 0.55% | 28 |
|
|
2021
Q2 | $1.01M | Buy |
12,586
+540
| +4% | +$43.1K | 0.56% | 30 |
|
|
2021
Q1 | $1.08M | Sell |
12,046
-4,390
| -27% | -$393K | 0.68% | 26 |
|
|
2020
Q4 | $837K | Buy |
16,436
+154
| +0.9% | +$7.84K | 0.59% | 35 |
|
|
2020
Q3 | $736K | Buy |
16,282
+496
| +3% | +$22.4K | 0.59% | 31 |
|
|
2020
Q2 | $647K | Buy |
+15,786
| New | +$647K | 0.6% | 35 |
|