Balasa Dinverno & Foltz’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,067
| Closed | -$273K | – | 185 |
|
|
2015
Q4 | $273K | Hold |
5,067
| – | – | 0.05% | 164 |
|
|
2015
Q3 | $301K | Hold |
5,067
| – | – | 0.05% | 139 |
|
|
2015
Q2 | $335K | Hold |
5,067
| – | – | 0.05% | 129 |
|
|
2015
Q1 | $350K | Sell |
5,067
-3,000
| -37% | -$207K | 0.05% | 124 |
|
|
2014
Q4 | $537K | Buy |
8,067
+167
| +2% | +$11.1K | 0.08% | 87 |
|
|
2014
Q3 | $367K | Hold |
7,900
| – | – | 0.06% | 108 |
|
|
2014
Q2 | $411K | Hold |
7,900
| – | – | 0.05% | 94 |
|
|
2014
Q1 | $370K | Hold |
7,900
| – | – | 0.05% | 96 |
|
|
2013
Q4 | $371K | Hold |
7,900
| – | – | 0.05% | 90 |
|
|
2013
Q3 | $383K | Hold |
7,900
| – | – | 0.06% | 78 |
|
|
2013
Q2 | $365K | Buy |
+7,900
| New | +$365K | 0.07% | 78 |
|