Reilly Financial 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 | $5K | Buy |
60
+10
| +20% | +$833 | ﹤0.01% | 857 |
|
|
2021
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 795 |
|
|
2021
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 839 |
|
|
2021
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 835 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 773 |
|
|
2020
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 775 |
|
|
2020
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 831 |
|
|
2018
Q1 | – | Sell |
-400
| Closed | -$10K | – | 1065 |
|
|
2017
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 660 |
|
|
2017
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 639 |
|
|
2017
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 648 |
|
|
2017
Q1 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 599 |
|