Summit Securities Group’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,000
| Closed | -$272K | – | 685 |
|
|
2024
Q1 | $272K | Buy |
4,000
+2,500
| +167% | +$170K | 0.04% | 57 |
|
|
2023
Q4 | $93K | Buy |
1,500
+1,000
| +200% | +$62K | 0.01% | 185 |
|
|
2023
Q3 | $30K | Buy |
+500
| New | +$30K | ﹤0.01% | 187 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$3K | – | 1143 |
|
|
2022
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 637 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 542 |
|
|
2021
Q3 | – | Sell |
-1,350
| Closed | -$426K | – | 499 |
|
|
2021
Q2 | $426K | Buy |
+1,350
| New | +$426K | 0.04% | 204 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 427 |
|
|
2020
Q4 | – | Sell |
-1,800
| Closed | -$524K | – | 350 |
|
|
2020
Q3 | $524K | Buy |
+1,800
| New | +$524K | 0.05% | 78 |
|