Motive Wealth Advisors’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	-7,026	Closed	-$594K	–	85
2021 Q4	$594K	Sell	7,026 -242	-3%	-$20.5K	0.36%	54
2021 Q3	$644K	Sell	7,268 -62	-0.8%	-$5.49K	0.43%	51
2021 Q2	$585K	Buy	+7,330	New	+$585K	0.42%	52