Baystate 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 | $22.4K | Hold |
363
| – | – | ﹤0.01% | 534 |
|
|
2023
Q3 | $22K | Hold |
363
| – | – | ﹤0.01% | 462 |
|
|
2023
Q2 | $23.6K | Sell |
363
-2,282
| -86% | -$148K | ﹤0.01% | 437 |
|
|
2023
Q1 | $90.8K | Buy |
2,645
+2,282
| +629% | +$78.4K | 0.01% | 269 |
|
|
2022
Q4 | $12K | Hold |
363
| – | – | ﹤0.01% | 545 |
|
|
2022
Q3 | $12K | Sell |
363
-1,000
| -73% | -$33.1K | ﹤0.01% | 514 |
|
|
2022
Q2 | $59K | Hold |
1,363
| – | – | 0.01% | 301 |
|
|
2022
Q1 | $151K | Hold |
1,363
| – | – | 0.01% | 199 |
|
|
2021
Q4 | $259K | Buy |
+1,363
| New | +$259K | 0.02% | 160 |
|
|
2021
Q1 | – | Sell |
-1,400
| Closed | -$316K | – | 840 |
|
|
2020
Q4 | $316K | Hold |
1,400
| – | – | 0.04% | 102 |
|
|
2020
Q3 | $407K | Hold |
1,400
| – | – | 0.05% | 84 |
|
|
2020
Q2 | $277K | Buy |
+1,400
| New | +$277K | 0.03% | 96 |
|