Squar Milner Financial Services’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-86
| Closed | -$3K | – | 904 |
|
|
2019
Q4 | $3K | Sell |
86
-4,560
| -98% | -$159K | ﹤0.01% | 716 |
|
|
2019
Q3 | $210K | Buy |
4,646
+3,926
| +545% | +$177K | 0.11% | 205 |
|
|
2019
Q2 | $23K | Hold |
720
| – | – | 0.02% | 447 |
|
|
2019
Q1 | $20K | Hold |
720
| – | – | 0.01% | 429 |
|
|
2018
Q4 | $18K | Hold |
720
| – | – | 0.02% | 407 |
|
|
2018
Q3 | $24K | Sell |
720
-180
| -20% | -$6K | 0.02% | 396 |
|
|
2018
Q2 | $28K | Buy |
+900
| New | +$28K | 0.02% | 432 |
|