Regal Investment Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-80,892
| Closed | -$1.96M | – | 291 |
|
|
2017
Q2 | $1.96M | Sell |
80,892
-9,250
| -10% | -$224K | 0.49% | 77 |
|
|
2017
Q1 | $2.42M | Sell |
90,142
-13,130
| -13% | -$352K | 0.63% | 56 |
|
|
2016
Q4 | $2.5M | Sell |
103,272
-3,354
| -3% | -$81.2K | 0.69% | 54 |
|
|
2016
Q3 | $2.72M | Sell |
106,626
-7,272
| -6% | -$186K | 0.77% | 46 |
|
|
2016
Q2 | $2.97M | Buy |
+113,898
| New | +$2.97M | 0.82% | 37 |
|
|
2013
Q3 | – | Sell |
-930
| Closed | -$26K | – | 970 |
|
|
2013
Q2 | $26K | Buy |
+930
| New | +$26K | 0.01% | 407 |
|