Valley Wealth Managers’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20
| Closed | -$1K | – | 507 |
|
|
2022
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 429 |
|
|
2017
Q2 | – | Sell |
-3,950
| Closed | -$106K | – | 182 |
|
|
2017
Q1 | $106K | Sell |
3,950
-3,000
| -43% | -$80.5K | 0.01% | 127 |
|
|
2016
Q4 | $168K | Sell |
6,950
-12,900
| -65% | -$312K | 0.02% | 118 |
|
|
2016
Q3 | $507K | Buy |
19,850
+4,350
| +28% | +$111K | 0.07% | 102 |
|
|
2016
Q2 | $404K | Buy |
+15,500
| New | +$404K | 0.06% | 105 |
|