Summit Trail Advisors’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
7,382
-2,614
| -26% | -$134K | 0.01% | 832 |
|
|
2025
Q1 | $320K | Buy |
+9,996
| New | +$320K | 0.01% | 317 |
|
|
2024
Q4 | – | Sell |
-4,755
| Closed | -$267K | – | 778 |
|
|
2024
Q3 | $267K | Buy |
+4,755
| New | +$267K | 0.01% | 584 |
|
|
2018
Q1 | – | Sell |
-10
| Closed | -$1K | – | 1634 |
|
|
2017
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1878 |
|