Blue Bell Private Wealth Management’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-250
| Closed | -$12.3K | – | 698 |
|
|
2022
Q4 | $12.3K | Hold |
250
| – | – | ﹤0.01% | 352 |
|
|
2022
Q3 | $11K | Hold |
250
| – | – | ﹤0.01% | 365 |
|
|
2022
Q2 | $9K | Hold |
250
| – | – | ﹤0.01% | 398 |
|
|
2022
Q1 | $11K | Buy |
250
+25
| +11% | +$1.1K | ﹤0.01% | 397 |
|
|
2021
Q4 | $11K | Buy |
+225
| New | +$11K | ﹤0.01% | 390 |
|