Winfield Associates’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 |
-60
| Closed | -$2K | – | 665 |
|
|
2017
Q4 | $2K | Buy |
60
+30
| +100% | +$1K | ﹤0.01% | 696 |
|
|
2017
Q3 | $1K | Sell |
30
-178
| -86% | -$5.93K | ﹤0.01% | 739 |
|
|
2017
Q2 | $5K | Buy |
+208
| New | +$5K | ﹤0.01% | 540 |
|
|
2016
Q4 | – | Sell |
-100
| Closed | -$3K | – | 775 |
|
|
2016
Q3 | $3K | Buy |
100
+70
| +233% | +$2.1K | ﹤0.01% | 507 |
|
|
2016
Q2 | $1K | Sell |
30
-30
| -50% | -$1K | ﹤0.01% | 658 |
|
|
2016
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 521 |
|