Regal Investment Advisors’s Wayfair W Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,688
Closed -$500K 537
2023
Q2
$500K Sell
7,688
-1,614
-17% -$105K 0.04% 295
2023
Q1
$319K Buy
+9,302
New +$319K 0.03% 373