Patriot Financial Group Insurance Agency’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
+8,832
| New | +$452K | 0.05% | 329 |
|
|
2022
Q1 | – | Sell |
-108
| Closed | -$21K | – | 2261 |
|
|
2021
Q4 | $21K | Buy |
108
+8
| +8% | +$1.56K | ﹤0.01% | 1211 |
|
|
2021
Q3 | $26K | Hold |
100
| – | – | ﹤0.01% | 1100 |
|
|
2021
Q2 | $32K | Hold |
100
| – | – | 0.01% | 1005 |
|
|
2021
Q1 | $31K | Hold |
100
| – | – | 0.01% | 950 |
|
|
2020
Q4 | $23K | Hold |
100
| – | – | 0.01% | 935 |
|
|
2020
Q3 | $29K | Sell |
100
-50
| -33% | -$14.5K | 0.01% | 686 |
|
|
2020
Q2 | $30K | Hold |
150
| – | – | 0.01% | 644 |
|
|
2020
Q1 | $8K | Sell |
150
-50
| -25% | -$2.67K | ﹤0.01% | 943 |
|
|
2019
Q4 | $18K | Hold |
200
| – | – | 0.01% | 715 |
|
|
2019
Q3 | $22K | Buy |
+200
| New | +$22K | 0.01% | 625 |
|