TriaGen 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
2021 Q4	–	Sell	-3,986	Closed	-$353K	–	207
2021 Q3	$353K	Hold	3,986	–	–	0.19%	125
2021 Q2	$302K	Sell	3,986 -12	-0.3%	-$909	0.16%	147
2021 Q1	$358K	Buy	+3,998	New	+$358K	0.21%	111