Brandywine Oak Private Wealth’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,181
| Closed | -$253K | – | 350 |
|
|
2022
Q1 | $253K | Buy |
6,181
+996
| +19% | +$40.8K | 0.03% | 295 |
|
|
2021
Q4 | $262K | Buy |
5,185
+1
| +0% | +$51 | 0.03% | 293 |
|
|
2021
Q3 | $229K | Buy |
5,184
+90
| +2% | +$3.98K | 0.03% | 310 |
|
|
2021
Q2 | $226K | Sell |
5,094
-814
| -14% | -$36.1K | 0.03% | 314 |
|
|
2021
Q1 | $278K | Buy |
+5,908
| New | +$278K | 0.04% | 220 |
|