Night Owl Capital Management’s Wayfair W Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-32,545
Closed -$4.83M 30
2019
Q1
$4.83M Buy
32,545
+28
+0.1% +$4.16K 1.73% 18
2018
Q4
$2.93M Hold
32,517
1.25% 21
2018
Q3
$4.8M Sell
32,517
-1,019
-3% -$150K 1.7% 21
2018
Q2
$3.98M Sell
33,536
-425
-1% -$50.5K 1.46% 23
2018
Q1
$2.29M Sell
33,961
-68,252
-67% -$4.61M 0.96% 22
2017
Q4
$8.21M Sell
102,213
-372
-0.4% -$29.9K 3.82% 9
2017
Q3
$6.91M Sell
102,585
-1,301
-1% -$87.7K 3.34% 13
2017
Q2
$7.99M Sell
103,886
-2,589
-2% -$199K 4.18% 10
2017
Q1
$4.31M Buy
+106,475
New +$4.31M 2.27% 20