Simplicity Solutions’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $226K | Buy |
+2,238
| New | +$226K | 0.01% | 932 |
|
|
2021
Q2 | – | Sell |
-4,036
| Closed | -$362K | – | 576 |
|
|
2021
Q1 | $362K | Buy |
+4,036
| New | +$362K | 0.08% | 267 |
|
|
2019
Q2 | – | Sell |
-9,402
| Closed | -$265K | – | 888 |
|
|
2019
Q1 | $265K | Buy |
9,402
+742
| +9% | +$20.9K | 0.02% | 575 |
|
|
2018
Q4 | $219K | Buy |
+8,660
| New | +$219K | 0.03% | 541 |
|
|
2016
Q1 | – | Sell |
-6,852
| Closed | -$200K | – | 539 |
|
|
2015
Q4 | $200K | Buy |
+6,852
| New | +$200K | 0.02% | 598 |
|