Kelleher Financial 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 |
-5,522
| Closed | -$611K | – | 148 |
|
|
2022
Q1 | $611K | Buy |
5,522
+4,100
| +288% | +$454K | 0.34% | 57 |
|
|
2021
Q4 | $270K | Sell |
1,422
-700
| -33% | -$133K | 0.14% | 104 |
|
|
2021
Q3 | $542K | Buy |
2,122
+800
| +61% | +$204K | 0.24% | 92 |
|
|
2021
Q2 | $417K | Sell |
1,322
-830
| -39% | -$262K | 0.23% | 74 |
|
|
2021
Q1 | $677K | Buy |
2,152
+95
| +5% | +$29.9K | 0.43% | 51 |
|
|
2020
Q4 | $464K | Sell |
2,057
-100
| -5% | -$22.6K | 0.35% | 66 |
|
|
2020
Q3 | $627K | Sell |
2,157
-60
| -3% | -$17.4K | 0.52% | 44 |
|
|
2020
Q2 | $438K | Buy |
+2,217
| New | +$438K | 0.42% | 56 |
|
|
2020
Q1 | – | Sell |
-2,417
| Closed | -$218K | – | 107 |
|
|
2019
Q4 | $218K | Buy |
+2,417
| New | +$218K | 0.22% | 85 |
|