Texas Yale Capital Corp’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-21,572
| Closed | -$569K | – | 449 |
|
|
2018
Q1 | $569K | Hold |
21,572
| – | – | 0.05% | 298 |
|
|
2017
Q4 | $558K | Hold |
21,572
| – | – | 0.05% | 312 |
|
|
2017
Q3 | $538K | Hold |
21,572
| – | – | 0.05% | 321 |
|
|
2017
Q2 | $523K | Hold |
21,572
| – | – | 0.05% | 315 |
|
|
2017
Q1 | $578K | Hold |
21,572
| – | – | 0.05% | 291 |
|
|
2016
Q4 | $522K | Hold |
21,572
| – | – | 0.05% | 292 |
|
|
2016
Q3 | $551K | Hold |
21,572
| – | – | 0.05% | 287 |
|
|
2016
Q2 | $562K | Hold |
21,572
| – | – | 0.06% | 282 |
|
|
2016
Q1 | $590K | Hold |
21,572
| – | – | 0.06% | 261 |
|
|
2015
Q4 | $630K | Hold |
21,572
| – | – | 0.06% | 252 |
|
|
2015
Q3 | $824K | Hold |
21,572
| – | – | 0.08% | 215 |
|
|
2015
Q2 | $887K | Hold |
21,572
| – | – | 0.07% | 225 |
|
|
2015
Q1 | $860K | Hold |
21,572
| – | – | 0.07% | 239 |
|
|
2014
Q4 | $816K | Hold |
21,572
| – | – | 0.07% | 231 |
|
|
2014
Q3 | $718K | Buy |
+21,572
| New | +$718K | 0.07% | 218 |
|