Avitas Wealth Management’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,305
| Closed | -$589K | – | 197 |
|
|
2021
Q3 | $589K | Sell |
2,305
-33
| -1% | -$8.43K | 0.11% | 160 |
|
|
2021
Q2 | $738K | Buy |
2,338
+79
| +3% | +$24.9K | 0.13% | 162 |
|
|
2021
Q1 | $711K | Sell |
2,259
-1,902
| -46% | -$599K | 0.14% | 162 |
|
|
2020
Q4 | $940K | Buy |
4,161
+2,652
| +176% | +$599K | 0.19% | 146 |
|
|
2020
Q3 | $439K | Buy |
1,509
+278
| +23% | +$80.9K | 0.12% | 155 |
|
|
2020
Q2 | $243K | Buy |
+1,231
| New | +$243K | 0.08% | 161 |
|