Wealthspire Advisors (Maryland)’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-336	Closed	-$9K	–	2103
2019 Q1	$9K	Buy	336 +28	+9%	+$772	﹤0.01%	1594
2018 Q4	$8K	Buy	308 +12	+4%	+$343	﹤0.01%	1576
2018 Q3	$10K	Buy	296 +2	+0.7%	+$63	﹤0.01%	1530
2018 Q2	$9K	Buy	294 +96	+48%	+$2.57K	﹤0.01%	1595
2018 Q1	$5K	Buy	198 +40	+25%	+$1.06K	﹤0.01%	1844
2017 Q4	$4K	Sell	158 -144	-48%	-$3.67K	﹤0.01%	1932
2017 Q3	$8K	Sell	302 -2,356	-89%	-$54.8K	﹤0.01%	1661
2017 Q2	$64K	Buy	2,658 +510	+24%	+$13K	0.01%	857
2017 Q1	$58K	Sell	2,148 -16	-0.7%	-$390	0.01%	766
2016 Q4	$52K	Sell	2,164 -32	-1%	-$816	0.01%	758
2016 Q3	$56K	Hold	2,196	–	–	0.01%	745
2016 Q2	$57K	Buy	2,196 +770	+54%	+$21.1K	0.01%	707
2016 Q1	$39K	Sell	1,426 -146	-9%	-$3.96K	0.01%	769
2015 Q4	$46K	Buy	+1,572	New	+$53.8K	0.01%	743