SEI Trust Company’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $1.72M | Sell |
51,532
-444
| -0.9% | -$14.8K | 0.02% | 712 |
|
2014
Q2 | $1.87M | Buy |
51,976
+352
| +0.7% | +$12.6K | 0.02% | 702 |
|
2014
Q1 | $1.72M | Buy |
51,624
+8,408
| +19% | +$280K | 0.02% | 730 |
|
2013
Q4 | $1.26M | Buy |
43,216
+5,972
| +16% | +$174K | 0.01% | 864 |
|
2013
Q3 | $1.05M | Buy |
37,244
+28,396
| +321% | +$798K | 0.01% | 855 |
|
2013
Q2 | $247K | Buy |
+8,848
| New | +$247K | ﹤0.01% | 1087 |
|