Gradient Investments’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9
| Closed | -$475 | – | 1294 |
|
|
2024
Q2 | $475 | Hold |
9
| – | – | ﹤0.01% | 1191 |
|
|
2024
Q1 | $611 | Hold |
9
| – | – | ﹤0.01% | 991 |
|
|
2023
Q4 | $555 | Hold |
9
| – | – | ﹤0.01% | 1572 |
|
|
2023
Q3 | $545 | Hold |
9
| – | – | ﹤0.01% | 1536 |
|
|
2023
Q2 | $585 | Hold |
9
| – | – | ﹤0.01% | 1507 |
|
|
2023
Q1 | $309 | Buy |
+9
| New | +$309 | ﹤0.01% | 1327 |
|
|
2020
Q2 | – | Sell |
-270
| Closed | -$14K | – | 1214 |
|
|
2020
Q1 | $14K | Buy |
270
+45
| +20% | +$2.33K | ﹤0.01% | 593 |
|
|
2019
Q4 | $20K | Hold |
225
| – | – | ﹤0.01% | 569 |
|
|
2019
Q3 | $25K | Hold |
225
| – | – | ﹤0.01% | 499 |
|
|
2019
Q2 | $33K | Hold |
225
| – | – | ﹤0.01% | 435 |
|
|
2019
Q1 | $33K | Hold |
225
| – | – | ﹤0.01% | 384 |
|
|
2018
Q4 | $20K | Buy |
+225
| New | +$20K | ﹤0.01% | 456 |
|