Surevest’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$2.09M	Buy	35,438 +3,486	+11%	+$205K	0.57%	71
2022 Q2	$1.77M	Buy	31,952 +6,900	+28%	+$383K	0.47%	76
2022 Q1	$1.82M	Buy	+25,052	New	+$1.82M	0.44%	80