Rational Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,600
| Closed | -$497K | – | 209 |
|
|
2021
Q3 | $497K | Buy |
+5,600
| New | +$497K | 0.04% | 120 |
|
|
2019
Q3 | – | Sell |
-5,786
| Closed | -$188K | – | 602 |
|
|
2019
Q2 | $188K | Buy |
+5,786
| New | +$188K | 0.07% | 225 |
|
|
2018
Q2 | – | Sell |
-6,600
| Closed | -$174K | – | 570 |
|
|
2018
Q1 | $174K | Hold |
6,600
| – | – | 0.08% | 237 |
|
|
2017
Q4 | $171K | Buy |
+6,600
| New | +$171K | 0.09% | 203 |
|
|
2013
Q4 | $155K | Sell |
5,314
-580
| -10% | -$16.9K | 0.01% | 517 |
|
|
2013
Q3 | $166K | Sell |
5,894
-76
| -1% | -$2.14K | 0.01% | 539 |
|
|
2013
Q2 | $167K | Buy |
+5,970
| New | +$167K | 0.01% | 531 |
|