Moneta Group Investment Advisors’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
-1,748
Closed -$332K 498
2021
Q4
$332K Sell
1,748
-1
-0.1% -$190 0.01% 363
2021
Q3
$447K Sell
1,749
-31
-2% -$7.92K 0.02% 296
2021
Q2
$562K Buy
1,780
+1
+0.1% +$316 0.03% 269
2021
Q1
$560K Buy
+1,779
New +$560K 0.03% 243