Pinnacle Wealth Planning Services’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-280
Closed -$14K 1958
2020
Q4
$14K Buy
+280
New +$14K ﹤0.01% 1290