Sargent Bickham Lagudis’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-636
| Closed | -$23K | – | 934 |
|
|
2019
Q4 | $23K | Hold |
636
| – | – | ﹤0.01% | 504 |
|
|
2019
Q3 | $22K | Hold |
636
| – | – | ﹤0.01% | 467 |
|
|
2019
Q2 | $21K | Hold |
636
| – | – | ﹤0.01% | 491 |
|
|
2019
Q1 | $18K | Hold |
636
| – | – | ﹤0.01% | 530 |
|
|
2018
Q4 | $16K | Buy |
+636
| New | +$16K | ﹤0.01% | 523 |
|