Clear Perspective Advisors’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-464
| Closed | -$34K | – | 301 |
|
|
2018
Q2 | $34K | Hold |
464
| – | – | 0.02% | 278 |
|
|
2018
Q1 | $29K | Sell |
464
-1,330
| -74% | -$83.1K | 0.02% | 277 |
|
|
2017
Q4 | $115K | Hold |
1,794
| – | – | 0.09% | 174 |
|
|
2017
Q3 | $136K | Sell |
1,794
-750
| -29% | -$56.9K | 0.11% | 159 |
|
|
2017
Q2 | $160K | Sell |
2,544
-580
| -19% | -$36.5K | 0.13% | 135 |
|
|
2017
Q1 | $185K | Sell |
3,124
-2,050
| -40% | -$121K | 0.12% | 124 |
|
|
2016
Q4 | $333K | Buy |
+5,174
| New | +$333K | 0.22% | 94 |
|