Squar Milner Financial Services’s Williams-Sonoma WSM Stock Holding History

Squar Milner Financial Services’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell
2019 Q4	$3K	Sell
2019 Q3	$210K	Buy
2019 Q2	$23K	Hold
2019 Q1	$20K	Hold
2018 Q4	$18K	Hold
2018 Q3	$24K	Sell
2018 Q2	$28K	Buy