YorkBridge Wealth Partners’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-300
| Closed | -$44K | – | 643 |
|
|
2019
Q2 | $44K | Hold |
300
| – | – | 0.02% | 382 |
|
|
2019
Q1 | $45K | Hold |
300
| – | – | 0.02% | 370 |
|
|
2018
Q4 | $27K | Hold |
300
| – | – | 0.01% | 397 |
|
|
2018
Q3 | $43K | Hold |
300
| – | – | 0.02% | 374 |
|
|
2018
Q2 | $36K | Hold |
300
| – | – | 0.02% | 403 |
|
|
2018
Q1 | $20K | Buy |
300
+200
| +200% | +$13.3K | 0.01% | 527 |
|
|
2017
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 649 |
|
|
2017
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 681 |
|
|
2017
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 681 |
|