RegentAtlantic Capital’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,280
| Closed | -$362K | – | 724 |
|
|
2021
Q4 | $362K | Sell |
4,280
-106
| -2% | -$8.97K | 0.01% | 529 |
|
|
2021
Q3 | $389K | Buy |
4,386
+300
| +7% | +$26.6K | 0.01% | 500 |
|
|
2021
Q2 | $326K | Buy |
+4,086
| New | +$326K | 0.01% | 513 |
|
|
2015
Q1 | – | Sell |
-642
| Closed | -$24.3K | – | 969 |
|
|
2014
Q4 | $24.3K | Buy |
+642
| New | +$24.3K | ﹤0.01% | 722 |
|