Mount Vernon Associates’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 |
-1,250
| Closed | -$237K | – | 55 |
|
|
2021
Q4 | $237K | Hold |
1,250
| – | – | 0.21% | 49 |
|
|
2021
Q3 | $319K | Hold |
1,250
| – | – | 0.29% | 42 |
|
|
2021
Q2 | $395K | Hold |
1,250
| – | – | 0.36% | 42 |
|
|
2021
Q1 | $393K | Hold |
1,250
| – | – | 0.39% | 41 |
|
|
2020
Q4 | $282K | Hold |
1,250
| – | – | 0.3% | 42 |
|
|
2020
Q3 | $364K | Hold |
1,250
| – | – | 0.44% | 38 |
|
|
2020
Q2 | $247K | Buy |
+1,250
| New | +$247K | 0.32% | 42 |
|