Constellation Wealth Advisors’s Avis CAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-29,198
| Closed | -$1.29M | – | 96 |
|
|
2015
Q2 | $1.29M | Buy |
29,198
+4,665
| +19% | +$206K | 0.11% | 119 |
|
|
2015
Q1 | $1.45M | Buy |
24,533
+8,300
| +51% | +$490K | 0.13% | 111 |
|
|
2014
Q4 | $1.08M | Buy |
16,233
+4,742
| +41% | +$315K | 0.09% | 106 |
|
|
2014
Q3 | $631K | Buy |
11,491
+7,773
| +209% | +$427K | 0.06% | 129 |
|
|
2014
Q2 | $222K | Buy |
+3,718
| New | +$222K | 0.02% | 177 |
|