AE Wealth Management’s CarGurus CARG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23,888
| Closed | -$541K | – | 1958 |
|
|
2023
Q2 | $541K | Buy |
+23,888
| New | +$541K | ﹤0.01% | 1349 |
|
|
2021
Q4 | – | Sell |
-20,983
| Closed | -$659K | – | 1705 |
|
|
2021
Q3 | $659K | Sell |
20,983
-2,448
| -10% | -$76.9K | 0.01% | 1037 |
|
|
2021
Q2 | $615K | Buy |
+23,431
| New | +$615K | 0.01% | 1058 |
|
|
2021
Q1 | – | Sell |
-22,490
| Closed | -$714K | – | 1476 |
|
|
2020
Q4 | $714K | Sell |
22,490
-6,706
| -23% | -$213K | 0.01% | 829 |
|
|
2020
Q3 | $632K | Buy |
+29,196
| New | +$632K | 0.01% | 780 |
|