Personal Wealth Partners’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$256K | – | 82 |
|
|
2021
Q3 | $256K | Hold |
1,000
| – | – | 0.11% | 67 |
|
|
2021
Q2 | $316K | Hold |
1,000
| – | – | 0.13% | 58 |
|
|
2021
Q1 | $315K | Hold |
1,000
| – | – | 0.14% | 57 |
|
|
2020
Q4 | $226K | Hold |
1,000
| – | – | 0.11% | 64 |
|
|
2020
Q3 | $291K | Buy |
+1,000
| New | +$291K | 0.15% | 56 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$90K | – | 612 |
|
|
2019
Q4 | $90K | Buy |
1,000
+270
| +37% | +$24.3K | 0.04% | 107 |
|
|
2019
Q3 | $82K | Hold |
730
| – | – | 0.04% | 114 |
|
|
2019
Q2 | $107K | Buy |
+730
| New | +$107K | 0.05% | 84 |
|