HighPoint Advisor Group’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-118
| Closed | -$34K | – | 539 |
|
|
2020
Q4 | $34K | Sell |
118
-2,220
| -95% | -$640K | ﹤0.01% | 478 |
|
|
2020
Q3 | $695K | Buy |
+2,338
| New | +$695K | 0.13% | 138 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$145K | – | 521 |
|
|
2019
Q2 | $145K | Buy |
+1,000
| New | +$145K | 0.03% | 367 |
|