Focused Wealth Management’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 |
-176
| Closed | -$10.9K | – | 917 |
|
|
2023
Q4 | $10.9K | Hold |
176
| – | – | ﹤0.01% | 524 |
|
|
2023
Q3 | $10.7K | Hold |
176
| – | – | ﹤0.01% | 501 |
|
|
2023
Q2 | $11.4K | Hold |
176
| – | – | ﹤0.01% | 497 |
|
|
2023
Q1 | $6.04K | Sell |
176
-2
| -1% | -$69 | ﹤0.01% | 611 |
|
|
2022
Q4 | $5.85K | Buy |
178
+2
| +1% | +$66 | ﹤0.01% | 593 |
|
|
2022
Q3 | $6K | Hold |
176
| – | – | ﹤0.01% | 585 |
|
|
2022
Q2 | $8K | Hold |
176
| – | – | ﹤0.01% | 516 |
|
|
2022
Q1 | $19K | Sell |
176
-450
| -72% | -$48.6K | ﹤0.01% | 443 |
|
|
2021
Q4 | $119K | Hold |
626
| – | – | 0.02% | 257 |
|
|
2021
Q3 | $160K | Sell |
626
-220
| -26% | -$56.2K | 0.03% | 194 |
|
|
2021
Q2 | $267K | Buy |
846
+626
| +285% | +$198K | 0.04% | 142 |
|
|
2021
Q1 | $69K | Buy |
+220
| New | +$69K | 0.01% | 331 |
|