Shay Capital’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 |
-400
| Closed | -$24.3K | – | 433 |
|
|
2023
Q1 | $24.3K | Buy |
+400
| New | +$24.3K | ﹤0.01% | 254 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 324 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 388 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 467 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 503 |
|
|
2021
Q3 | – | Sell |
-10,000
| Closed | -$798K | – | 526 |
|
|
2021
Q2 | $798K | Buy |
+10,000
| New | +$798K | 0.09% | 123 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 423 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 226 |
|