Berman Capital 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 | $127K | Buy |
500
+53
| +12% | +$13.5K | 0.02% | 374 |
|
|
2021
Q2 | $140K | Buy |
447
+277
| +163% | +$86.8K | 0.02% | 300 |
|
|
2021
Q1 | $52K | Buy |
170
+57
| +50% | +$17.4K | 0.01% | 467 |
|
|
2020
Q4 | $25K | Sell |
113
-3
| -3% | -$664 | 0.01% | 615 |
|
|
2020
Q3 | $33K | Buy |
116
+17
| +17% | +$4.84K | 0.01% | 456 |
|
|
2020
Q2 | $19K | Buy |
99
+22
| +29% | +$4.22K | 0.01% | 566 |
|
|
2020
Q1 | $4K | Buy |
77
+65
| +542% | +$3.38K | ﹤0.01% | 979 |
|
|
2019
Q4 | $1K | Sell |
12
-47
| -80% | -$3.92K | ﹤0.01% | 1401 |
|
|
2019
Q3 | $6K | Buy |
59
+34
| +136% | +$3.46K | ﹤0.01% | 911 |
|
|
2019
Q2 | $3K | Sell |
25
-20
| -44% | -$2.4K | ﹤0.01% | 1133 |
|
|
2019
Q1 | $6K | Buy |
45
+21
| +88% | +$2.8K | ﹤0.01% | 832 |
|
|
2018
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 911 |
|