Valeo Financial Advisors’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-30
| Closed | -$9K | – | 1708 |
|
|
2021
Q1 | $9K | Hold |
30
| – | – | ﹤0.01% | 1315 |
|
|
2020
Q4 | $7K | Buy |
30
+10
| +50% | +$2.33K | ﹤0.01% | 1268 |
|
|
2020
Q3 | $6K | Buy |
20
+13
| +186% | +$3.9K | ﹤0.01% | 1180 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1896 |
|
|
2020
Q1 | $1K | Sell |
7
-44
| -86% | -$6.29K | ﹤0.01% | 1677 |
|
|
2019
Q4 | $5K | Buy |
51
+44
| +629% | +$4.31K | ﹤0.01% | 1286 |
|
|
2019
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1487 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1680 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$11K | – | 1730 |
|
|
2018
Q3 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 940 |
|