Envestnet Asset Management’s World Acceptance Corp WRLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,672
| Closed | -$242K | – | 4306 |
|
|
2024
Q1 | $242K | Buy |
1,672
+92
| +6% | +$13.3K | ﹤0.01% | 3848 |
|
|
2023
Q4 | $206K | Buy |
+1,580
| New | +$206K | ﹤0.01% | 3812 |
|
|
2022
Q1 | – | Sell |
-978
| Closed | -$240K | – | 4077 |
|
|
2021
Q4 | $240K | Buy |
+978
| New | +$240K | ﹤0.01% | 3552 |
|
|
2017
Q2 | – | Sell |
-1,188
| Closed | -$62K | – | 3141 |
|
|
2017
Q1 | $62K | Buy |
1,188
+167
| +16% | +$8.72K | ﹤0.01% | 2343 |
|
|
2016
Q4 | $66K | Buy |
+1,021
| New | +$66K | ﹤0.01% | 2349 |
|
|
2015
Q3 | – | Sell |
-7,233
| Closed | -$445K | – | 3088 |
|
|
2015
Q2 | $445K | Buy |
7,233
+1,089
| +18% | +$67K | ﹤0.01% | 1774 |
|
|
2015
Q1 | $448K | Buy |
6,144
+6,103
| +14,885% | +$445K | ﹤0.01% | 1606 |
|
|
2014
Q4 | $3K | Sell |
41
-3,276
| -99% | -$240K | ﹤0.01% | 2272 |
|
|
2014
Q3 | $224K | Buy |
+3,317
| New | +$224K | ﹤0.01% | 1053 |
|
|
2013
Q3 | – | Sell |
-21
| Closed | -$2K | – | 2510 |
|
|
2013
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 2115 |
|