J.P. Morgan Private Wealth Advisors’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-57,630
| Closed | -$6.38M | – | 2032 |
|
|
2022
Q1 | $6.38M | Buy |
57,630
+11,848
| +26% | +$1.31M | 0.01% | 548 |
|
|
2021
Q4 | $8.7M | Buy |
45,782
+18,313
| +67% | +$3.48M | 0.02% | 467 |
|
|
2021
Q3 | $7.02M | Buy |
27,469
+1,125
| +4% | +$287K | 0.02% | 511 |
|
|
2021
Q2 | $8.32M | Buy |
26,344
+8,436
| +47% | +$2.66M | 0.02% | 459 |
|
|
2021
Q1 | $5.64M | Buy |
17,908
+2,580
| +17% | +$812K | 0.02% | 483 |
|
|
2020
Q4 | $3.46M | Buy |
+15,328
| New | +$3.46M | 0.01% | 576 |
|
|
2018
Q4 | – | Sell |
-1,456
| Closed | -$215K | – | 1593 |
|
|
2018
Q3 | $215K | Buy |
+1,456
| New | +$215K | ﹤0.01% | 1446 |
|