Berman Capital Advisors’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5K | Sell |
126
-1
| -0.8% | -$40 | ﹤0.01% | 1444 |
|
|
2021
Q2 | $5K | Hold |
127
| – | – | ﹤0.01% | 1366 |
|
|
2021
Q1 | $6K | Hold |
127
| – | – | ﹤0.01% | 1234 |
|
|
2020
Q4 | $4K | Buy |
127
+26
| +26% | +$819 | ﹤0.01% | 1247 |
|
|
2020
Q3 | $4K | Buy |
101
+1
| +1% | +$40 | ﹤0.01% | 1147 |
|
|
2020
Q2 | $4K | Buy |
100
+29
| +41% | +$1.16K | ﹤0.01% | 1088 |
|
|
2020
Q1 | $2K | Sell |
71
-1
| -1% | -$28 | ﹤0.01% | 1194 |
|
|
2019
Q4 | $2K | Buy |
72
+1
| +1% | +$28 | ﹤0.01% | 1258 |
|
|
2019
Q3 | $2K | Hold |
71
| – | – | ﹤0.01% | 1240 |
|
|
2019
Q2 | $2K | Buy |
71
+8
| +13% | +$225 | ﹤0.01% | 1242 |
|
|
2019
Q1 | $2K | Sell |
63
-10,151
| -99% | -$322K | ﹤0.01% | 1139 |
|
|
2018
Q4 | $301K | Buy |
+10,214
| New | +$301K | 0.12% | 81 |
|