WFG Advisors’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-2,740
Closed -$80K 2236
2013
Q4
$80K Sell
2,740
-206
-7% -$6.02K 0.01% 825
2013
Q3
$83K Buy
2,946
+546
+23% +$15.4K 0.01% 761
2013
Q2
$67K Buy
+2,400
New +$67K 0.01% 786