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Winthrop Partners - WNY’s Williams-Sonoma WSM Stock Holding History

Winthrop Partners - WNY’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-350
Closed -$8.65K – 362
2018
Q1 		$8.65K Sell
350
-8,960
-96% -$222K 0.01% 346
2017
Q4 		$246K Buy
+9,310
New +$246K 0.2% 107