SIM
Spark Investment Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-46,800
| Closed | -$2.63M | – | 715 |
|
|
2019
Q1 | $2.63M | Buy |
+46,800
| New | +$2.63M | 0.12% | 210 |
|
|
2018
Q2 | – | Sell |
-47,800
| Closed | -$2.52M | – | 741 |
|
|
2018
Q1 | $2.52M | Sell |
47,800
-43,900
| -48% | -$2.32M | 0.16% | 193 |
|
|
2017
Q4 | $4.74M | Buy |
+91,700
| New | +$4.74M | 0.25% | 122 |
|
|
2016
Q1 | – | Sell |
-21,400
| Closed | -$1.25M | – | 846 |
|
|
2015
Q4 | $1.25M | Buy |
+21,400
| New | +$1.25M | 0.16% | 194 |
|