B. Riley Wealth Advisors’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 |
-2,840
| Closed | -$810K | – | 1499 |
|
2021
Q3 | $810K | Sell |
2,840
-35
| -1% | -$9.98K | 0.03% | 589 |
|
2021
Q2 | $907K | Sell |
2,875
-635
| -18% | -$200K | 0.03% | 546 |
|
2021
Q1 | $982K | Buy |
3,510
+203
| +6% | +$56.8K | 0.03% | 483 |
|
2020
Q4 | $748K | Buy |
3,307
+477
| +17% | +$108K | 0.04% | 405 |
|
2020
Q3 | $693K | Buy |
2,830
+23
| +0.8% | +$5.63K | 0.04% | 417 |
|
2020
Q2 | $555K | Buy |
+2,807
| New | +$555K | 0.04% | 419 |
|
2019
Q4 | – | Sell |
-2,256
| Closed | -$253K | – | 906 |
|
2019
Q3 | $253K | Buy |
2,256
+422
| +23% | +$47.3K | 0.02% | 651 |
|
2019
Q2 | $268K | Buy |
+1,834
| New | +$268K | 0.03% | 612 |
|
2018
Q4 | – | Sell |
-1,676
| Closed | -$248K | – | 741 |
|
2018
Q3 | $248K | Sell |
1,676
-511
| -23% | -$75.6K | 0.03% | 567 |
|
2018
Q2 | $260K | Buy |
+2,187
| New | +$260K | 0.03% | 524 |
|