Wealthcare Advisory Partners’s Stitch Fix SFIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-290
| Closed | -$14K | – | 1637 |
|
2021
Q1 | $14K | Buy |
+290
| New | +$14K | ﹤0.01% | 1349 |
|
2020
Q2 | – | Sell |
-450
| Closed | -$6K | – | 1168 |
|
2020
Q1 | $6K | Sell |
450
-135
| -23% | -$1.8K | ﹤0.01% | 1071 |
|
2019
Q4 | $15K | Hold |
585
| – | – | ﹤0.01% | 843 |
|
2019
Q3 | $11K | Buy |
585
+360
| +160% | +$6.77K | ﹤0.01% | 902 |
|
2019
Q2 | $7K | Hold |
225
| – | – | ﹤0.01% | 996 |
|
2019
Q1 | $6K | Hold |
225
| – | – | ﹤0.01% | 932 |
|
2018
Q4 | $4K | Hold |
225
| – | – | ﹤0.01% | 993 |
|
2018
Q3 | $10K | Buy |
+225
| New | +$10K | ﹤0.01% | 850 |
|