Sheaff Brock Investment Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-77,706
| Closed | -$4.58M | – | 509 |
|
|
2022
Q3 | $4.58M | Sell |
77,706
-732
| -0.9% | -$43.1K | 0.49% | 50 |
|
|
2022
Q2 | $4.35M | Buy |
78,438
+412
| +0.5% | +$22.9K | 0.36% | 54 |
|
|
2022
Q1 | $5.66M | Buy |
78,026
+2,404
| +3% | +$174K | 0.39% | 51 |
|
|
2021
Q4 | $6.4M | Buy |
75,622
+848
| +1% | +$71.7K | 0.43% | 46 |
|
|
2021
Q3 | $6.63M | Buy |
+74,774
| New | +$6.63M | 0.49% | 36 |
|