SWA
Stratos Wealth Advisors’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,912
| Closed | -$2.83M | – | 768 |
|
|
2024
Q1 | $2.83M | Buy |
8,912
+31
| +0.3% | +$9.85K | 0.17% | 146 |
|
|
2023
Q4 | $1.79M | Buy |
8,881
+109
| +1% | +$22K | 0.1% | 238 |
|
|
2023
Q3 | $1.36M | Sell |
8,772
-139
| -2% | -$21.6K | 0.09% | 247 |
|
|
2023
Q2 | $1.12M | Buy |
8,911
+755
| +9% | +$94.5K | 0.08% | 278 |
|
|
2023
Q1 | $992K | Buy |
+8,156
| New | +$992K | 0.08% | 290 |
|
|
2021
Q2 | – | Sell |
-1,607
| Closed | -$288K | – | 555 |
|
|
2021
Q1 | $288K | Buy |
+1,607
| New | +$288K | 0.03% | 402 |
|