VSR 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
2014
Q4
Sell
-13,660
Closed -$455K 620
2014
Q3
$455K Buy
13,660
+5,400
+65% +$180K 0.05% 352
2014
Q2
$296K Buy
+8,260
New +$296K 0.04% 436