tru Independence’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,676
| Closed | -$688K | – | 403 |
|
|
2021
Q1 | $688K | Sell |
7,676
-2,282
| -23% | -$205K | 0.13% | 151 |
|
|
2020
Q4 | $507 | Buy |
9,958
+2,454
| +33% | +$125 | ﹤0.01% | 382 |
|
|
2020
Q3 | $339K | Sell |
7,504
-740
| -9% | -$33.4K | 0.1% | 135 |
|
|
2020
Q2 | $338 | Buy |
+8,244
| New | +$338 | 0.05% | 201 |
|