AE Wealth Management’s Carvana CVNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-26,780
| Closed | -$3.2M | – | 1733 |
|
2022
Q1 | $3.2M | Buy |
26,780
+14,235
| +113% | +$1.7M | 0.02% | 566 |
|
2021
Q4 | $2.91M | Buy |
12,545
+1,916
| +18% | +$444K | 0.02% | 578 |
|
2021
Q3 | $3.21M | Buy |
10,629
+511
| +5% | +$154K | 0.03% | 497 |
|
2021
Q2 | $3.05M | Buy |
10,118
+871
| +9% | +$263K | 0.03% | 502 |
|
2021
Q1 | $2.43M | Buy |
+9,247
| New | +$2.43M | 0.02% | 520 |
|