Wealthspire Advisors (Maryland)’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-336
| Closed | -$9K | – | 2101 |
|
|
2019
Q1 | $9K | Buy |
336
+28
| +9% | +$750 | ﹤0.01% | 1594 |
|
|
2018
Q4 | $8K | Buy |
308
+12
| +4% | +$312 | ﹤0.01% | 1575 |
|
|
2018
Q3 | $10K | Buy |
296
+2
| +0.7% | +$68 | ﹤0.01% | 1528 |
|
|
2018
Q2 | $9K | Buy |
294
+96
| +48% | +$2.94K | ﹤0.01% | 1593 |
|
|
2018
Q1 | $5K | Buy |
198
+40
| +25% | +$1.01K | ﹤0.01% | 1844 |
|
|
2017
Q4 | $4K | Sell |
158
-144
| -48% | -$3.65K | ﹤0.01% | 1932 |
|
|
2017
Q3 | $8K | Sell |
302
-2,356
| -89% | -$62.4K | ﹤0.01% | 1661 |
|
|
2017
Q2 | $64K | Buy |
2,658
+510
| +24% | +$12.3K | 0.01% | 857 |
|
|
2017
Q1 | $58K | Sell |
2,148
-16
| -0.7% | -$432 | 0.01% | 766 |
|
|
2016
Q4 | $52K | Sell |
2,164
-32
| -1% | -$769 | 0.01% | 758 |
|
|
2016
Q3 | $56K | Hold |
2,196
| – | – | 0.01% | 745 |
|
|
2016
Q2 | $57K | Buy |
2,196
+770
| +54% | +$20K | 0.01% | 707 |
|
|
2016
Q1 | $39K | Sell |
1,426
-146
| -9% | -$3.99K | 0.01% | 769 |
|
|
2015
Q4 | $46K | Buy |
+1,572
| New | +$46K | 0.01% | 743 |
|