SeaCrest Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-500
| Closed | -$28K | – | 1538 |
|
|
2022
Q2 | $28K | Buy |
+500
| New | +$28K | ﹤0.01% | 1365 |
|
|
2019
Q2 | – | Sell |
-1,134
| Closed | -$32K | – | 1855 |
|
|
2019
Q1 | $32K | Hold |
1,134
| – | – | 0.01% | 1095 |
|
|
2018
Q4 | $29K | Hold |
1,134
| – | – | 0.01% | 1100 |
|
|
2018
Q3 | $37K | Hold |
1,134
| – | – | 0.01% | 1128 |
|
|
2018
Q2 | $35K | Buy |
+1,134
| New | +$35K | 0.01% | 1131 |
|