Wallace Advisory Group’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,332	Closed	-$208K	–	180
2023 Q3	$208K	Sell	3,332 -116	-3%	-$7.26K	0.15%	163
2023 Q2	$210K	Hold	3,448	–	–	0.16%	155
2023 Q1	$210K	Buy	+3,448	New	+$210K	0.16%	155