Kelly Financial Services’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 |
-125
| Closed | -$6.59K | – | 758 |
|
|
2024
Q2 | $6.59K | Hold |
125
| – | – | ﹤0.01% | 465 |
|
|
2024
Q1 | $8.49K | Hold |
125
| – | – | ﹤0.01% | 447 |
|
|
2023
Q4 | $7.71K | Hold |
125
| – | – | ﹤0.01% | 423 |
|
|
2023
Q3 | $7.57K | Hold |
125
| – | – | ﹤0.01% | 412 |
|
|
2023
Q2 | $8.13K | Hold |
125
| – | – | ﹤0.01% | 386 |
|
|
2023
Q1 | $4.29K | Hold |
125
| – | – | ﹤0.01% | 444 |
|
|
2022
Q4 | $4.11K | Hold |
125
| – | – | ﹤0.01% | 427 |
|
|
2022
Q3 | $4.07K | Hold |
125
| – | – | ﹤0.01% | 423 |
|
|
2022
Q2 | $5.45K | Hold |
125
| – | – | ﹤0.01% | 393 |
|
|
2022
Q1 | $13.8K | Hold |
125
| – | – | 0.01% | 305 |
|
|
2021
Q4 | $23.7K | Hold |
125
| – | – | 0.01% | 251 |
|
|
2021
Q3 | $31.9K | Sell |
125
-39,339
| -100% | -$10.1M | 0.02% | 214 |
|
|
2021
Q2 | $125K | Buy |
39,464
+39,339
| +31,471% | +$125K | ﹤0.01% | 351 |
|
|
2021
Q1 | $39.3K | Hold |
125
| – | – | 0.02% | 153 |
|
|
2020
Q4 | $28.2K | Hold |
125
| – | – | 0.02% | 166 |
|
|
2020
Q3 | $36.4K | Hold |
125
| – | – | 0.03% | 124 |
|
|
2020
Q2 | $24.7K | Hold |
125
| – | – | 0.02% | 138 |
|
|
2020
Q1 | $6.68K | Hold |
125
| – | – | 0.01% | 265 |
|
|
2019
Q4 | $11.3K | Hold |
125
| – | – | 0.01% | 222 |
|
|
2019
Q3 | $14K | Hold |
125
| – | – | 0.01% | 187 |
|
|
2019
Q2 | $18.3K | Hold |
125
| – | – | 0.02% | 158 |
|
|
2019
Q1 | $18.6K | Buy |
+125
| New | +$18.6K | 0.02% | 152 |
|