First Personal Financial Services’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-26
| Closed | -$4K | – | 758 |
|
|
2019
Q2 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 621 |
|
|
2018
Q2 | – | Sell |
-1,027
| Closed | -$69K | – | 934 |
|
|
2018
Q1 | $69K | Sell |
1,027
-1,005
| -49% | -$67.5K | 0.02% | 372 |
|
|
2017
Q4 | $163K | Sell |
2,032
-760
| -27% | -$61K | 0.03% | 267 |
|
|
2017
Q3 | $188K | Hold |
2,792
| – | – | 0.04% | 221 |
|
|
2017
Q2 | $215K | Buy |
2,792
+317
| +13% | +$24.4K | 0.05% | 210 |
|
|
2017
Q1 | $100K | Buy |
2,475
+325
| +15% | +$13.1K | 0.02% | 294 |
|
|
2016
Q4 | $75K | Buy |
+2,150
| New | +$75K | 0.02% | 319 |
|