YorkBridge Wealth Partners’s Williams-Sonoma WSM Stock Holding History

YorkBridge Wealth Partners’s Portfolio WSM Stock Details WSM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$264K	Sell
2022 Q3	$282K	Buy
2022 Q2	$256K	Buy
2022 Q1	$307K	Sell
2021 Q4	$366K	Buy
2021 Q3	$371K	Buy
2021 Q2	$294K	Sell
2021 Q1	$552K	Sell
2020 Q4	$398K	Buy
2020 Q3	$343K	Buy