Sutton Wealth Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8
| Closed | -$460 | – | 1575 |
|
|
2022
Q4 | $460 | Sell |
8
-14
| -64% | -$805 | ﹤0.01% | 1505 |
|
|
2022
Q3 | $1.3K | Buy |
22
+2
| +10% | +$118 | ﹤0.01% | 1240 |
|
|
2022
Q2 | $1.11K | Sell |
20
-2
| -9% | -$111 | ﹤0.01% | 1256 |
|
|
2022
Q1 | $1.6K | Buy |
22
+6
| +38% | +$435 | ﹤0.01% | 1235 |
|
|
2021
Q4 | $1.35K | Buy |
+16
| New | +$1.35K | ﹤0.01% | 1258 |
|
|
2021
Q3 | – | Sell |
-12
| Closed | -$958 | – | 1350 |
|
|
2021
Q2 | $958 | Buy |
+12
| New | +$958 | ﹤0.01% | 1233 |
|