TSWM
Triangle Securities Wealth Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,458
| Closed | -$542K | – | 187 |
|
|
2023
Q1 | $542K | Sell |
4,458
-40
| -0.9% | -$4.87K | 0.19% | 129 |
|
|
2022
Q4 | $517K | Sell |
4,498
-4,117
| -48% | -$473K | 0.19% | 129 |
|
|
2022
Q3 | $1.02M | Buy |
8,615
+165
| +2% | +$19.4K | 0.41% | 71 |
|
|
2022
Q2 | $938K | Buy |
8,450
+425
| +5% | +$47.2K | 0.37% | 82 |
|
|
2022
Q1 | $1.16M | Buy |
+8,025
| New | +$1.16M | 0.39% | 79 |
|