QCI Asset Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-510
| Closed | -$15K | – | 563 |
|
|
2015
Q4 | $15K | Hold |
510
| – | – | ﹤0.01% | 324 |
|
|
2015
Q3 | $19K | Hold |
510
| – | – | ﹤0.01% | 292 |
|
|
2015
Q2 | $21K | Hold |
510
| – | – | ﹤0.01% | 267 |
|
|
2015
Q1 | $20K | Hold |
510
| – | – | ﹤0.01% | 280 |
|
|
2014
Q4 | $19K | Hold |
510
| – | – | ﹤0.01% | 300 |
|
|
2014
Q3 | $17K | Hold |
510
| – | – | ﹤0.01% | 322 |
|
|
2014
Q2 | $18K | Hold |
510
| – | – | ﹤0.01% | 306 |
|
|
2014
Q1 | $17K | Hold |
510
| – | – | ﹤0.01% | 307 |
|
|
2013
Q4 | $15K | Hold |
510
| – | – | ﹤0.01% | 324 |
|
|
2013
Q3 | $14K | Hold |
510
| – | – | ﹤0.01% | 308 |
|
|
2013
Q2 | $14K | Buy |
+510
| New | +$14K | ﹤0.01% | 317 |
|