Belpointe Asset Management’s Wayfair W Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-481
| Closed | -$16.5K | – | 3344 |
|
2023
Q1 | $16.5K | Hold |
481
| – | – | ﹤0.01% | 2424 |
|
2022
Q4 | $15.8K | Buy |
+481
| New | +$15.8K | ﹤0.01% | 2349 |
|
2021
Q4 | – | Sell |
-457
| Closed | -$117K | – | 1260 |
|
2021
Q3 | $117K | Buy |
457
+63
| +16% | +$16.1K | 0.01% | 1089 |
|
2021
Q2 | $124K | Buy |
+394
| New | +$124K | 0.01% | 1036 |
|