Robert N. Shapiro’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $138K | Sell |
3,660
-880
| -19% | -$33.2K | 0.03% | 305 |
|
|
2014
Q3 | $151K | Hold |
4,540
| – | – | 0.03% | 314 |
|
|
2014
Q2 | $163K | Hold |
4,540
| – | – | 0.03% | 301 |
|
|
2014
Q1 | $151K | Hold |
4,540
| – | – | 0.03% | 305 |
|
|
2013
Q4 | $132K | Hold |
4,540
| – | – | 0.02% | 329 |
|
|
2013
Q3 | $128K | Sell |
4,540
-840
| -16% | -$23.7K | 0.02% | 352 |
|
|
2013
Q2 | $150K | Buy |
+5,380
| New | +$150K | 0.03% | 303 |
|