WealthPLAN Partners’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-100
| Closed | -$2.69K | – | 432 |
|
|
2017
Q1 | $2.69K | Buy |
+100
| New | +$2.69K | 0.01% | 396 |
|
|
2016
Q3 | $53.5K | Sell |
2,100
-2,100
| -50% | -$53.5K | 0.02% | 322 |
|
|
2016
Q2 | $54.8K | Buy |
+4,200
| New | +$54.8K | 0.01% | 867 |
|
|
2015
Q4 | $2.92K | Buy |
+100
| New | +$2.92K | ﹤0.01% | 1448 |
|