SFA
Source Financial Advisors’s Wayfair W Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,006
| Closed | -$257K | – | 116 |
|
|
2021
Q3 | $257K | Hold |
1,006
| – | – | 0.07% | 95 |
|
|
2021
Q2 | $318K | Hold |
1,006
| – | – | 0.08% | 87 |
|
|
2021
Q1 | $317K | Hold |
1,006
| – | – | 0.08% | 90 |
|
|
2020
Q4 | $227K | Buy |
+1,006
| New | +$227K | 0.06% | 101 |
|