Navalign LLC’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,636
| Closed | -$245K | – | 126 |
|
|
2022
Q1 | $245K | Sell |
3,636
-1,280
| -26% | -$86.2K | 0.1% | 112 |
|
|
2021
Q4 | $416K | Sell |
4,916
-1,186
| -19% | -$100K | 0.17% | 98 |
|
|
2021
Q3 | $541K | Sell |
6,102
-452
| -7% | -$40.1K | 0.23% | 90 |
|
|
2021
Q2 | $523K | Sell |
6,554
-1,176
| -15% | -$93.8K | 0.22% | 91 |
|
|
2021
Q1 | $693K | Buy |
+7,730
| New | +$693K | 0.31% | 71 |
|