Regent Peak Wealth 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 Q1	–	Sell	-36	Closed	-$2K	–	1009
2020 Q4	$2K	Buy	+36	New	+$2K	﹤0.01%	854