Ellevest Inc’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,822
| Closed | -$213K | – | 388 |
|
|
2023
Q2 | $213K | Sell |
4,822
-92
| -2% | -$4.07K | 0.02% | 328 |
|
|
2023
Q1 | $224K | Buy |
4,914
+148
| +3% | +$6.73K | 0.02% | 295 |
|
|
2022
Q4 | $192K | Buy |
4,766
+190
| +4% | +$7.65K | 0.02% | 309 |
|
|
2022
Q3 | $172K | Buy |
4,576
+468
| +11% | +$17.6K | 0.02% | 306 |
|
|
2022
Q2 | $158K | Buy |
4,108
+211
| +5% | +$8.12K | 0.01% | 327 |
|
|
2022
Q1 | $160K | Hold |
3,897
| – | – | 0.01% | 344 |
|
|
2021
Q4 | $186K | Sell |
3,897
-583
| -13% | -$27.8K | 0.02% | 303 |
|
|
2021
Q3 | $198K | Hold |
4,480
| – | – | 0.02% | 278 |
|
|
2021
Q2 | $199K | Hold |
4,480
| – | – | 0.02% | 259 |
|
|
2021
Q1 | $211K | Hold |
4,480
| – | – | 0.03% | 215 |
|
|
2020
Q4 | $176K | Sell |
4,480
-3,572
| -44% | -$140K | 0.03% | 190 |
|
|
2020
Q3 | $338K | Hold |
8,052
| – | – | 0.06% | 87 |
|
|
2020
Q2 | $351K | Buy |
8,052
+31
| +0.4% | +$1.35K | 0.08% | 73 |
|
|
2020
Q1 | $291K | Buy |
+8,021
| New | +$291K | 0.08% | 67 |
|