Trust Company of Vermont’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-200
| Closed | -$7K | – | 1037 |
|
|
2018
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 878 |
|
|
2018
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 932 |
|
|
2018
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 838 |
|
|
2017
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 851 |
|
|
2017
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 816 |
|
|
2017
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 825 |
|
|
2017
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 783 |
|
|
2016
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 784 |
|
|
2016
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 740 |
|
|
2016
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 716 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$16K | – | 832 |
|
|
2015
Q1 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 586 |
|