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Truvvo Partners’s Williams-Sonoma WSM Stock Holding History

Truvvo Partners’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-37,738
Closed -$976K – 122
2017
Q4 		$976K Buy
37,738
+2,258
+6% +$57.6K 0.33% 66
2017
Q3 		$885K Hold
35,480
– – 0.29% 72
2017
Q2 		$862K Buy
35,480
+782
+2% +$20K 0.31% 71
2017
Q1 		$930K Buy
34,698
+3,218
+10% +$78.4K 0.42% 56
2016
Q4 		$762 Hold
31,480
– – 0.27% 65
2016
Q3 		$804K Hold
31,480
– – 0.36% 58
2016
Q2 		$821K Buy
31,480
+1,042
+3% +$28.6K 0.42% 56
2016
Q1 		$833K Sell
30,438
-2,042
-6% -$55.4K 0.38% 45
2015
Q4 		$949K Buy
+32,480
New +$1.11M 0.5% 42

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