CCM
Coe Capital Management’s Openlane KAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,070
| Closed | -$385K | – | 84 |
|
|
2018
Q4 | $385K | Sell |
8,070
-7,945
| -50% | -$379K | 0.47% | 66 |
|
|
2018
Q3 | $956K | Buy |
16,015
+160
| +1% | +$9.55K | 0.94% | 40 |
|
|
2018
Q2 | $869K | Sell |
15,855
-50
| -0.3% | -$2.74K | 0.97% | 42 |
|
|
2018
Q1 | $862K | Hold |
15,905
| – | – | 0.93% | 43 |
|
|
2017
Q4 | $803K | Sell |
15,905
-510
| -3% | -$25.7K | 0.85% | 48 |
|
|
2017
Q3 | $784K | Sell |
16,415
-610
| -4% | -$29.1K | 0.81% | 55 |
|
|
2017
Q2 | $715K | Buy |
17,025
+3,105
| +22% | +$130K | 0.81% | 54 |
|
|
2017
Q1 | $608K | Sell |
13,920
-3,600
| -21% | -$157K | 0.73% | 54 |
|
|
2016
Q4 | $747K | Sell |
17,520
-104,941
| -86% | -$4.47M | 0.96% | 36 |
|
|
2016
Q3 | $5.17M | Buy |
122,461
+59,249
| +94% | +$2.5M | 1.67% | 6 |
|
|
2016
Q2 | $2.64M | Sell |
63,212
-98,526
| -61% | -$4.11M | 0.91% | 28 |
|
|
2016
Q1 | $6.17M | Buy |
161,738
+8,343
| +5% | +$318K | 1.97% | 9 |
|
|
2015
Q4 | $5.68M | Buy |
153,395
+5,448
| +4% | +$202K | 2.26% | 6 |
|
|
2015
Q3 | $5.25M | Buy |
147,947
+49,669
| +51% | +$1.76M | 1.94% | 9 |
|
|
2015
Q2 | $3.68M | Buy |
98,278
+8,844
| +10% | +$331K | 1.34% | 10 |
|
|
2015
Q1 | $3.39M | Sell |
89,434
-32,269
| -27% | -$1.22M | 1.37% | 15 |
|
|
2014
Q4 | $4.22M | Sell |
121,703
-186,780
| -61% | -$6.47M | 1.34% | 13 |
|
|
2014
Q3 | $8.83M | Buy |
308,483
+77,431
| +34% | +$2.22M | 3.28% | 1 |
|
|
2014
Q2 | $7.36M | Buy |
231,052
+143,534
| +164% | +$4.57M | 2.63% | 1 |
|
|
2014
Q1 | $2.66M | Sell |
87,518
-153,373
| -64% | -$4.65M | 0.78% | 37 |
|
|
2013
Q4 | $7.12M | Buy |
+240,891
| New | +$7.12M | 2.49% | 1 |
|