Schubert & Co’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-72
| Closed | -$4.38K | – | 1537 |
|
|
2023
Q1 | $4.38K | Buy |
72
+18
| +33% | +$1.1K | ﹤0.01% | 506 |
|
|
2022
Q4 | $3.1K | Sell |
54
-34
| -39% | -$1.95K | ﹤0.01% | 636 |
|
|
2022
Q3 | $5K | Buy |
88
+24
| +38% | +$1.36K | ﹤0.01% | 440 |
|
|
2022
Q2 | $4K | Buy |
64
+36
| +129% | +$2.25K | ﹤0.01% | 506 |
|
|
2022
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 517 |
|
|
2021
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 475 |
|