TrustCore Financial Services’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-114
| Closed | -$7K | – | 1156 |
|
|
2022
Q3 | $7K | Buy |
114
+106
| +1,325% | +$6.51K | ﹤0.01% | 820 |
|
|
2022
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1122 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1005 |
|
|
2021
Q4 | $1K | Sell |
8
-6
| -43% | -$750 | ﹤0.01% | 920 |
|
|
2021
Q3 | $1K | Buy |
14
+6
| +75% | +$429 | ﹤0.01% | 991 |
|
|
2021
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1028 |
|