CAPTRUST Financial Advisors’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,205
| Closed | -$259K | – | 2669 |
|
|
2023
Q4 | $259K | Buy |
+4,205
| New | +$259K | ﹤0.01% | 2209 |
|
|
2022
Q3 | – | Sell |
-951
| Closed | -$41K | – | 4047 |
|
|
2022
Q2 | $41K | Buy |
951
+171
| +22% | +$7.37K | ﹤0.01% | 2916 |
|
|
2022
Q1 | $86K | Buy |
780
+395
| +103% | +$43.6K | ﹤0.01% | 2386 |
|
|
2021
Q4 | $73K | Sell |
385
-117
| -23% | -$22.2K | ﹤0.01% | 2384 |
|
|
2021
Q3 | $128K | Sell |
502
-221
| -31% | -$56.4K | ﹤0.01% | 1875 |
|
|
2021
Q2 | $228K | Buy |
723
+26
| +4% | +$8.2K | ﹤0.01% | 1421 |
|
|
2021
Q1 | $219K | Buy |
697
+434
| +165% | +$136K | ﹤0.01% | 1420 |
|
|
2020
Q4 | $59K | Buy |
263
+133
| +102% | +$29.8K | ﹤0.01% | 1755 |
|
|
2020
Q3 | $41K | Buy |
130
+30
| +30% | +$9.46K | ﹤0.01% | 1708 |
|
|
2020
Q2 | $22K | Buy |
+100
| New | +$22K | ﹤0.01% | 1909 |
|