BDO 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
Q3 | – | Sell |
-25
| Closed | -$8K | – | 1138 |
|
2021
Q2 | $8K | Hold |
25
| – | – | ﹤0.01% | 803 |
|
2021
Q1 | $8K | Buy |
+25
| New | +$8K | ﹤0.01% | 785 |
|
2020
Q4 | – | Sell |
-4
| Closed | -$1K | – | 1000 |
|
2020
Q3 | $1K | Sell |
4
-6
| -60% | -$1.5K | ﹤0.01% | 832 |
|
2020
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 639 |
|
2018
Q1 | – | Sell |
-150
| Closed | -$12K | – | 620 |
|
2017
Q4 | $12K | Buy |
150
+50
| +50% | +$4K | 0.01% | 329 |
|
2017
Q3 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 324 |
|