BerganKDV 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
Q2 | – | Sell |
-19
| Closed | -$653 | – | 1084 |
|
|
2023
Q1 | $653 | Hold |
19
| – | – | ﹤0.01% | 950 |
|
|
2022
Q4 | $625 | Buy |
19
+11
| +138% | +$362 | ﹤0.01% | 933 |
|
|
2022
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1074 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | -$1K | – | 1134 |
|
|
2021
Q3 | $1K | Sell |
2
-49
| -96% | -$24.5K | ﹤0.01% | 1010 |
|
|
2021
Q2 | $16K | Buy |
51
+50
| +5,000% | +$15.7K | ﹤0.01% | 546 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 993 |
|