Placemark Investments’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.16M | Buy |
30,792
+1,572
| +5% | +$59.4K | 0.02% | 814 |
|
|
2014
Q3 | $974K | Buy |
29,220
+3,290
| +13% | +$110K | 0.02% | 887 |
|
|
2014
Q2 | $932K | Buy |
25,930
+2,798
| +12% | +$101K | 0.02% | 900 |
|
|
2014
Q1 | $771K | Buy |
23,132
+1,026
| +5% | +$34.2K | 0.01% | 926 |
|
|
2013
Q4 | $644K | Buy |
22,106
+6,838
| +45% | +$199K | 0.01% | 1037 |
|
|
2013
Q3 | $427K | Buy |
15,268
+2,822
| +23% | +$78.9K | 0.01% | 1170 |
|
|
2013
Q2 | $347K | Buy |
+12,446
| New | +$347K | 0.01% | 1204 |
|