WealthTrust-Arizona’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-188
| Closed | -$5K | – | 695 |
|
|
2017
Q4 | $5K | Hold |
188
| – | – | ﹤0.01% | 507 |
|
|
2017
Q3 | $5K | Buy |
+188
| New | +$5K | ﹤0.01% | 507 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$8K | – | 671 |
|
|
2014
Q4 | $8K | Hold |
200
| – | – | 0.01% | 433 |
|
|
2014
Q3 | $7K | Buy |
+200
| New | +$7K | 0.01% | 465 |
|