Homrich & Berg’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.81M | Hold |
7,083
| – | – | 0.04% | 159 |
|
|
2021
Q2 | $2.24M | Hold |
7,083
| – | – | 0.05% | 143 |
|
|
2021
Q1 | $2.23M | Sell |
7,083
-30
| -0.4% | -$9.44K | 0.06% | 126 |
|
|
2020
Q4 | $1.61M | Buy |
7,113
+13
| +0.2% | +$2.94K | 0.05% | 148 |
|
|
2020
Q3 | $2.07M | Buy |
7,100
+30
| +0.4% | +$8.73K | 0.07% | 88 |
|
|
2020
Q2 | $1.4M | Sell |
7,070
-7,770
| -52% | -$1.54M | 0.06% | 107 |
|
|
2020
Q1 | $793K | Hold |
14,840
| – | – | 0.04% | 147 |
|
|
2019
Q4 | $1.34M | Hold |
14,840
| – | – | 0.06% | 135 |
|
|
2019
Q3 | $1.66M | Hold |
14,840
| – | – | 0.09% | 99 |
|
|
2019
Q2 | $2.17M | Hold |
14,840
| – | – | 0.11% | 68 |
|
|
2019
Q1 | $2.2M | Hold |
14,840
| – | – | 0.11% | 60 |
|
|
2018
Q4 | $1.34M | Hold |
14,840
| – | – | 0.08% | 95 |
|
|
2018
Q3 | $2.19M | Buy |
14,840
+6,845
| +86% | +$1.01M | 0.13% | 61 |
|
|
2018
Q2 | $949K | Buy |
+7,995
| New | +$949K | 0.07% | 119 |
|