Stifel Trust’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $5K | Hold |
132
| – | – | ﹤0.01% | 480 |
|
|
2014
Q2 | $5K | Hold |
132
| – | – | ﹤0.01% | 420 |
|
|
2014
Q1 | $5K | Hold |
132
| – | – | ﹤0.01% | 439 |
|
|
2013
Q4 | $4K | Hold |
132
| – | – | ﹤0.01% | 436 |
|
|
2013
Q3 | $4K | Hold |
132
| – | – | ﹤0.01% | 443 |
|
|
2013
Q2 | $4K | Buy |
+132
| New | +$4K | ﹤0.01% | 441 |
|