Physicians Financial Services’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,400
| Closed | -$36K | – | 264 |
|
|
2016
Q4 | $36K | Hold |
1,400
| – | – | 0.03% | 182 |
|
|
2016
Q3 | $35K | Hold |
1,400
| – | – | 0.03% | 174 |
|
|
2016
Q2 | $36K | Hold |
1,400
| – | – | 0.03% | 173 |
|
|
2016
Q1 | $38K | Hold |
1,400
| – | – | 0.03% | 164 |
|
|
2015
Q4 | $41K | Buy |
+1,400
| New | +$41K | 0.04% | 173 |
|