Tradition Wealth Management’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-242	Closed	-$25K	–	1195
2023 Q4	$25K	Buy	242 +58	+32%	+$5.99K	﹤0.01%	786
2023 Q3	$14K	Buy	+184	New	+$14K	﹤0.01%	941