Baldwin Wealth Partners’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,806
| Closed | -$264K | – | 545 |
|
|
2019
Q2 | $264K | Hold |
1,806
| – | – | 0.04% | 180 |
|
|
2019
Q1 | $268K | Buy |
+1,806
| New | +$268K | 0.04% | 181 |
|
|
2018
Q4 | – | Sell |
-1,635
| Closed | -$241K | – | 541 |
|
|
2018
Q3 | $241K | Buy |
+1,635
| New | +$241K | 0.03% | 189 |
|
|
2017
Q4 | – | Sell |
-300
| Closed | -$20K | – | 505 |
|
|
2017
Q3 | $20K | Buy |
+300
| New | +$20K | ﹤0.01% | 372 |
|