NKCFO LLC’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-670
| Closed | -$38K | – | 114 |
|
|
2022
Q4 | $38K | Hold |
670
| – | – | 0.02% | 92 |
|
|
2022
Q3 | $39K | Hold |
670
| – | – | 0.02% | 86 |
|
|
2022
Q2 | $37K | Hold |
670
| – | – | 0.01% | 94 |
|
|
2022
Q1 | $49K | Buy |
+670
| New | +$49K | 0.02% | 106 |
|
|
2021
Q2 | – | Sell |
-2,400
| Closed | -$215K | – | 171 |
|
|
2021
Q1 | $215K | Buy |
+2,400
| New | +$215K | 0.08% | 70 |
|