USA Financial Formulas’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-17,120
Closed -$443K 428
2017
Q4
$443K Sell
17,120
-7,874
-32% -$204K 0.11% 181
2017
Q3
$623K Sell
24,994
-4,006
-14% -$99.9K 0.15% 128
2017
Q2
$703K Buy
+29,000
New +$703K 0.17% 122