Wealthfront’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-524
| Closed | -$20K | – | 1080 |
|
|
2015
Q3 | $20K | Buy |
524
+54
| +11% | +$2.06K | ﹤0.01% | 758 |
|
|
2015
Q2 | $19K | Buy |
470
+168
| +56% | +$6.79K | ﹤0.01% | 658 |
|
|
2015
Q1 | $12K | Buy |
302
+300
| +15,000% | +$11.9K | ﹤0.01% | 609 |
|
|
2014
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1017 |
|