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SYSTM Wealth Solutions’s Williams-Sonoma WSM Stock Holding History

SYSTM Wealth Solutions’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-126
Closed -$17.8K – 639
2024
Q2 		$17.8K Sell
126
-18
-13% -$2.54K ﹤0.01% 389
2024
Q1 		$22.9K Sell
144
-56
-28% -$8.89K ﹤0.01% 679
2023
Q4 		$20.2K Buy
+200
New +$20.2K ﹤0.01% 718