AE Wealth Management’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,600
| Closed | -$521K | – | 2189 |
|
|
2023
Q3 | $521K | Buy |
+8,600
| New | +$521K | ﹤0.01% | 1351 |
|
|
2020
Q4 | – | Sell |
-4,330
| Closed | -$1.26M | – | 1415 |
|
|
2020
Q3 | $1.26M | Sell |
4,330
-895
| -17% | -$260K | 0.02% | 564 |
|
|
2020
Q2 | $1.03M | Buy |
+5,225
| New | +$1.03M | 0.02% | 606 |
|