Smith Shellnut Wilson’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-8,688
Closed -$226K 153
2017
Q2
$226K Sell
8,688
-478
-5% -$12.4K 0.23% 116
2017
Q1
$246K Hold
9,166
0.23% 110
2016
Q4
$222K Buy
+9,166
New +$222K 0.21% 113