WealthPlan Investment Management’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 |
-5,097
| Closed | -$346K | – | 198 |
|
|
2024
Q1 | $346K | Buy |
5,097
+271
| +6% | +$18.4K | 0.05% | 147 |
|
|
2023
Q4 | $298K | Sell |
4,826
-135
| -3% | -$8.33K | 0.05% | 155 |
|
|
2023
Q3 | $300K | Buy |
4,961
+3,266
| +193% | +$198K | 0.05% | 143 |
|
|
2023
Q2 | $110K | Sell |
1,695
-602
| -26% | -$39.1K | 0.03% | 151 |
|
|
2023
Q1 | $78.9K | Buy |
+2,297
| New | +$78.9K | 0.01% | 212 |
|