YorkBridge Wealth Partners’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $264K | Sell |
4,588
-196
| -4% | -$11.3K | 0.07% | 215 |
|
|
2022
Q3 | $282K | Buy |
4,784
+172
| +4% | +$10.1K | 0.07% | 210 |
|
|
2022
Q2 | $256K | Buy |
4,612
+384
| +9% | +$21.3K | 0.07% | 229 |
|
|
2022
Q1 | $307K | Sell |
4,228
-104
| -2% | -$7.55K | 0.07% | 231 |
|
|
2021
Q4 | $366K | Buy |
4,332
+146
| +3% | +$12.3K | 0.08% | 211 |
|
|
2021
Q3 | $371K | Buy |
4,186
+502
| +14% | +$44.5K | 0.09% | 180 |
|
|
2021
Q2 | $294K | Sell |
3,684
-2,482
| -40% | -$198K | 0.08% | 210 |
|
|
2021
Q1 | $552K | Sell |
6,166
-1,648
| -21% | -$148K | 0.16% | 112 |
|
|
2020
Q4 | $398K | Buy |
7,814
+234
| +3% | +$11.9K | 0.13% | 126 |
|
|
2020
Q3 | $343K | Buy |
+7,580
| New | +$343K | 0.14% | 126 |
|