B. Riley 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 |
-1,167
| Closed | -$298K | – | 696 |
|
|
2021
Q3 | $298K | Sell |
1,167
-30
| -3% | -$7.66K | 0.02% | 462 |
|
|
2021
Q2 | $378K | Buy |
1,197
+23
| +2% | +$7.26K | 0.04% | 275 |
|
|
2021
Q1 | $370K | Buy |
+1,174
| New | +$370K | 0.04% | 264 |
|
|
2020
Q4 | – | Sell |
-778
| Closed | -$226K | – | 466 |
|
|
2020
Q3 | $226K | Buy |
+778
| New | +$226K | 0.03% | 340 |
|
|
2019
Q3 | – | Sell |
-1,760
| Closed | -$257 | – | 433 |
|
|
2019
Q2 | $257 | Hold |
1,760
| – | – | 0.04% | 314 |
|
|
2019
Q1 | $261K | Buy |
+1,760
| New | +$261K | 0.05% | 304 |
|
|
2018
Q4 | – | Sell |
-1,700
| Closed | -$251K | – | 410 |
|
|
2018
Q3 | $251K | Buy |
+1,700
| New | +$251K | 0.06% | 247 |
|