Coyle Financial Counsel’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16,145
| Closed | -$502K | – | 57 |
|
|
2019
Q2 | $502K | Sell |
16,145
-144
| -0.9% | -$4.48K | 0.45% | 42 |
|
|
2019
Q1 | $556K | Buy |
16,289
+1,903
| +13% | +$65K | 0.54% | 34 |
|
|
2018
Q4 | $425K | Sell |
14,386
-2,064
| -13% | -$61K | 0.45% | 38 |
|
|
2018
Q3 | $582K | Sell |
16,450
-1,028
| -6% | -$36.4K | 0.65% | 31 |
|
|
2018
Q2 | $656K | Buy |
+17,478
| New | +$656K | 0.61% | 34 |
|
|
2017
Q2 | $723K | Sell |
24,639
-2,252
| -8% | -$66.1K | 0.97% | 25 |
|
|
2017
Q1 | $706K | Buy |
26,891
+1,579
| +6% | +$41.5K | 0.92% | 26 |
|
|
2016
Q4 | $682K | Sell |
25,312
-4,655
| -16% | -$125K | 1.47% | 14 |
|
|
2016
Q3 | $709K | Buy |
29,967
+293
| +1% | +$6.93K | 1.02% | 25 |
|
|
2016
Q2 | $682K | Sell |
29,674
-18,359
| -38% | -$422K | 0.98% | 25 |
|
|
2016
Q1 | $1.3M | Buy |
48,033
+2,792
| +6% | +$75.8K | 2.07% | 20 |
|
|
2015
Q4 | $1.06M | Buy |
45,241
+5,017
| +12% | +$117K | 1.04% | 25 |
|
|
2015
Q3 | $1.01M | Buy |
40,224
+3,177
| +9% | +$79.8K | 0.95% | 25 |
|
|
2015
Q2 | $972K | Buy |
37,047
+2,249
| +6% | +$59K | 1.09% | 26 |
|
|
2015
Q1 | $1.09M | Buy |
34,798
+22,593
| +185% | +$710K | 1.22% | 24 |
|
|
2014
Q4 | $380K | Buy |
+12,205
| New | +$380K | 0.46% | 32 |
|