Clearstead Advisors’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.6K | Buy |
+1,029
| New | +$52.6K | ﹤0.01% | 1272 |
|
|
2024
Q3 | – | Sell |
-141
| Closed | -$7.44K | – | 2115 |
|
|
2024
Q2 | $7.44K | Buy |
+141
| New | +$7.44K | ﹤0.01% | 1603 |
|
|
2023
Q3 | – | Sell |
-222
| Closed | -$14.4K | – | 1570 |
|
|
2023
Q2 | $14.4K | Hold |
222
| – | – | ﹤0.01% | 938 |
|
|
2023
Q1 | $7.62K | Sell |
222
-150
| -40% | -$5.15K | ﹤0.01% | 983 |
|
|
2022
Q4 | $12.2K | Hold |
372
| – | – | ﹤0.01% | 880 |
|
|
2022
Q3 | $12K | Hold |
372
| – | – | ﹤0.01% | 864 |
|
|
2022
Q2 | $16K | Buy |
372
+126
| +51% | +$5.42K | ﹤0.01% | 851 |
|
|
2022
Q1 | $27K | Buy |
246
+24
| +11% | +$2.63K | ﹤0.01% | 801 |
|
|
2021
Q4 | $42K | Hold |
222
| – | – | ﹤0.01% | 683 |
|
|
2021
Q3 | $57K | Hold |
222
| – | – | ﹤0.01% | 593 |
|
|
2021
Q2 | $70K | Hold |
222
| – | – | 0.01% | 510 |
|
|
2021
Q1 | $70K | Hold |
222
| – | – | 0.01% | 495 |
|
|
2020
Q4 | $50K | Hold |
222
| – | – | ﹤0.01% | 513 |
|
|
2020
Q3 | $65K | Hold |
222
| – | – | 0.01% | 431 |
|
|
2020
Q2 | $44K | Buy |
+222
| New | +$44K | 0.01% | 446 |
|