Steward Partners Investment Advisory’s WIX.com WIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7K | Sell |
112
-100
| -47% | -$15.8K | ﹤0.01% | 2973 |
|
|
2025
Q1 | $34.6K | Hold |
212
| – | – | ﹤0.01% | 2560 |
|
|
2024
Q4 | $45.5K | Sell |
212
-42
| -17% | -$9.01K | ﹤0.01% | 2388 |
|
|
2024
Q3 | $42.5K | Buy |
254
+6
| +2% | +$1K | ﹤0.01% | 2312 |
|
|
2024
Q2 | $39.4K | Buy |
248
+2
| +0.8% | +$318 | ﹤0.01% | 2216 |
|
|
2024
Q1 | $33.8K | Sell |
246
-3
| -1% | -$412 | ﹤0.01% | 2291 |
|
|
2023
Q4 | $30.6K | Sell |
249
-12
| -5% | -$1.48K | ﹤0.01% | 2185 |
|
|
2023
Q3 | $24K | Hold |
261
| – | – | ﹤0.01% | 2221 |
|
|
2023
Q2 | $20.4K | Hold |
261
| – | – | ﹤0.01% | 2281 |
|
|
2023
Q1 | $26K | Hold |
261
| – | – | ﹤0.01% | 2140 |
|
|
2022
Q4 | $20.1K | Sell |
261
-104
| -28% | -$7.99K | ﹤0.01% | 2231 |
|
|
2022
Q3 | $29K | Sell |
365
-67
| -16% | -$5.32K | ﹤0.01% | 2048 |
|
|
2022
Q2 | $28K | Sell |
432
-208
| -33% | -$13.5K | ﹤0.01% | 2086 |
|
|
2022
Q1 | $67K | Buy |
640
+328
| +105% | +$34.3K | ﹤0.01% | 1773 |
|
|
2021
Q4 | $49K | Sell |
312
-473
| -60% | -$74.3K | ﹤0.01% | 1927 |
|
|
2021
Q3 | $154K | Buy |
785
+150
| +24% | +$29.4K | ﹤0.01% | 1379 |
|
|
2021
Q2 | $184K | Sell |
635
-446
| -41% | -$129K | ﹤0.01% | 1602 |
|
|
2021
Q1 | $302K | Sell |
1,081
-440
| -29% | -$123K | 0.01% | 1094 |
|
|
2020
Q4 | $380K | Buy |
1,521
+175
| +13% | +$43.7K | 0.01% | 835 |
|
|
2020
Q3 | $343K | Buy |
1,346
+1,320
| +5,077% | +$336K | 0.01% | 772 |
|
|
2020
Q2 | $7K | Hold |
26
| – | – | ﹤0.01% | 2186 |
|
|
2020
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 2328 |
|
|
2019
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 2383 |
|
|
2019
Q3 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 2380 |
|
|
2018
Q4 | – | Sell |
-62
| Closed | -$7K | – | 2164 |
|
|
2018
Q3 | $7K | Hold |
62
| – | – | ﹤0.01% | 2035 |
|
|
2018
Q2 | $6K | Sell |
62
-100
| -62% | -$9.68K | ﹤0.01% | 1949 |
|
|
2018
Q1 | $12K | Buy |
+162
| New | +$12K | ﹤0.01% | 1529 |
|