Balasa Dinverno & Foltz’s AutoNation AN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.23M Sell
12,078
-1,151
-9% -$117K 0.08% 105
2022
Q2
$1.48M Buy
13,229
+2,532
+24% +$283K 0.09% 88
2022
Q1
$1.07M Buy
10,697
+542
+5% +$54K 0.07% 127
2021
Q4
$1.19M Buy
10,155
+79
+0.8% +$9.23K 0.08% 112
2021
Q3
$1.23M Buy
10,076
+399
+4% +$48.6K 0.09% 102
2021
Q2
$917K Buy
9,677
+106
+1% +$10K 0.07% 129
2021
Q1
$892K Buy
9,571
+232
+2% +$21.6K 0.07% 125
2020
Q4
$652K Sell
9,339
-18
-0.2% -$1.26K 0.05% 142
2020
Q3
$495K Buy
9,357
+473
+5% +$25K 0.05% 153
2020
Q2
$334K Sell
8,884
-566
-6% -$21.3K 0.04% 167
2020
Q1
$265K Buy
9,450
+4,782
+102% +$134K 0.03% 202
2019
Q4
$227K Buy
+4,668
New +$227K 0.02% 243