Northstar Advisory Group’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-17,630
Closed -$1.41M 139
2021
Q2
$1.41M Buy
+17,630
New +$1.41M 0.88% 36
2021
Q1
Sell
-20,460
Closed -$1.04M 116
2020
Q4
$1.04M Buy
+20,460
New +$1.04M 0.87% 26