Glassman Wealth Services’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 |
-135
| Closed | -$8.33K | – | 1800 |
|
|
2023
Q4 | $8.33K | Sell |
135
-48
| -26% | -$2.96K | ﹤0.01% | 929 |
|
|
2023
Q3 | $11.1K | Buy |
183
+75
| +69% | +$4.54K | ﹤0.01% | 824 |
|
|
2023
Q2 | $7.02K | Sell |
108
-76
| -41% | -$4.94K | ﹤0.01% | 898 |
|
|
2023
Q1 | $6.32K | Sell |
184
-31
| -14% | -$1.07K | ﹤0.01% | 936 |
|
|
2022
Q4 | $7.07K | Buy |
215
+153
| +247% | +$5.03K | ﹤0.01% | 931 |
|
|
2022
Q3 | $2K | Buy |
62
+33
| +114% | +$1.07K | ﹤0.01% | 1279 |
|
|
2022
Q2 | $1K | Buy |
29
+24
| +480% | +$828 | ﹤0.01% | 1567 |
|
|
2022
Q1 | $1K | Sell |
5
-38
| -88% | -$7.6K | ﹤0.01% | 1550 |
|
|
2021
Q4 | $8K | Buy |
43
+4
| +10% | +$744 | ﹤0.01% | 876 |
|
|
2021
Q3 | $10K | Buy |
39
+2
| +5% | +$513 | ﹤0.01% | 781 |
|
|
2021
Q2 | $12K | Buy |
37
+1
| +3% | +$324 | ﹤0.01% | 715 |
|
|
2021
Q1 | $11K | Buy |
36
+8
| +29% | +$2.44K | ﹤0.01% | 695 |
|
|
2020
Q4 | $6K | Buy |
28
+7
| +33% | +$1.5K | ﹤0.01% | 842 |
|
|
2020
Q3 | $6K | Buy |
21
+3
| +17% | +$857 | ﹤0.01% | 761 |
|
|
2020
Q2 | $4K | Buy |
18
+9
| +100% | +$2K | ﹤0.01% | 700 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 1601 |
|
|
2019
Q4 | $1K | Buy |
9
+6
| +200% | +$667 | ﹤0.01% | 1068 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1391 |
|
|
2019
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1387 |
|