Oakbrook Investments’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-16,700
| Closed | -$687K | – | 575 |
|
|
2015
Q2 | $687K | Buy |
16,700
+7,800
| +88% | +$321K | 0.04% | 313 |
|
|
2015
Q1 | $355K | Buy |
+8,900
| New | +$355K | 0.02% | 431 |
|
|
2014
Q3 | – | Sell |
-8,600
| Closed | -$309K | – | 603 |
|
|
2014
Q2 | $309K | Buy |
+8,600
| New | +$309K | 0.01% | 474 |
|