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Optimist Retirement Group’s Wayfair W Stock Holding History

Optimist Retirement Group’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,379
Closed -$231K – 132
2024
Q2 		$231K Buy
4,379
+568
+15% +$30K 0.12% 86
2024
Q1 		$259K Buy
+3,811
New +$259K 0.13% 70