Gideon Capital Advisors’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,908
| Closed | -$326K | – | 395 |
|
|
2019
Q3 | $326K | Buy |
+2,908
| New | +$326K | 0.11% | 220 |
|
|
2019
Q2 | – | Sell |
-12,399
| Closed | -$1.84M | – | 446 |
|
|
2019
Q1 | $1.84M | Buy |
12,399
+7,959
| +179% | +$1.18M | 0.66% | 32 |
|
|
2018
Q4 | $400K | Buy |
+4,440
| New | +$400K | 0.16% | 196 |
|