Kestra Advisory Services’s Wayfair W Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,184
| Closed | -$415K | – | 2135 |
|
2021
Q4 | $415K | Sell |
2,184
-832
| -28% | -$158K | ﹤0.01% | 1417 |
|
2021
Q3 | $771K | Sell |
3,016
-725
| -19% | -$185K | 0.01% | 1153 |
|
2021
Q2 | $1.18M | Buy |
3,741
+57
| +2% | +$18K | 0.01% | 864 |
|
2021
Q1 | $1.16M | Sell |
3,684
-1,150
| -24% | -$362K | 0.01% | 806 |
|
2020
Q4 | $1.12M | Buy |
4,834
+4,734
| +4,734% | +$1.09M | 0.01% | 821 |
|
2020
Q3 | $1.73M | Buy |
+100
| New | +$1.73M | 0.03% | 465 |
|