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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,398
Closed -$203K 554
2021
Q4
$203K Buy
2,398
+124
+5% +$10.5K ﹤0.01% 519
2021
Q3
$202K Buy
+2,274
New +$202K ﹤0.01% 550