Transform Wealth’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,355
| Closed | -$372K | – | 228 |
|
|
2022
Q1 | $372K | Buy |
3,355
+250
| +8% | +$27.7K | 0.04% | 181 |
|
|
2021
Q4 | $590K | Buy |
3,105
+850
| +38% | +$162K | 0.06% | 147 |
|
|
2021
Q3 | $576K | Buy |
2,255
+875
| +63% | +$224K | 0.07% | 153 |
|
|
2021
Q2 | $436K | Buy |
+1,380
| New | +$436K | 0.05% | 181 |
|
|
2020
Q4 | – | Sell |
-2,130
| Closed | -$620K | – | 231 |
|
|
2020
Q3 | $620K | Sell |
2,130
-500
| -19% | -$146K | 0.1% | 134 |
|
|
2020
Q2 | $520K | Sell |
2,630
-1,820
| -41% | -$360K | 0.09% | 146 |
|
|
2020
Q1 | $238K | Buy |
4,450
+900
| +25% | +$48.1K | 0.05% | 185 |
|
|
2019
Q4 | $321K | Buy |
3,550
+1,100
| +45% | +$99.5K | 0.05% | 182 |
|
|
2019
Q3 | $275K | Buy |
+2,450
| New | +$275K | 0.05% | 186 |
|