Omnia Family Wealth’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-432
| Closed | -$14K | – | 610 |
|
|
2018
Q3 | $14K | Hold |
432
| – | – | 0.01% | 231 |
|
|
2018
Q2 | $13K | Sell |
432
-310
| -42% | -$9.33K | 0.01% | 233 |
|
|
2018
Q1 | $20K | Sell |
742
-576
| -44% | -$15.5K | 0.01% | 211 |
|
|
2017
Q4 | $34K | Buy |
1,318
+576
| +78% | +$14.9K | 0.02% | 185 |
|
|
2017
Q3 | $18K | Buy |
+742
| New | +$18K | 0.01% | 216 |
|