EWA
Exencial Wealth Advisors’s AutoNation AN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-48,857
| Closed | -$2.3M | – | 165 |
|
|
2016
Q2 | $2.3M | Buy |
48,857
+1,785
| +4% | +$83.8K | 1.03% | 40 |
|
|
2016
Q1 | $2.2M | Sell |
47,072
-492
| -1% | -$23K | 1.03% | 40 |
|
|
2015
Q4 | $2.31M | Sell |
47,564
-60
| -0.1% | -$2.91K | 1.15% | 36 |
|
|
2015
Q3 | $2.77M | Buy |
47,624
+1,884
| +4% | +$110K | 1.35% | 26 |
|
|
2015
Q2 | $2.86M | Buy |
45,740
+250
| +0.5% | +$15.6K | 1.81% | 17 |
|
|
2015
Q1 | $2.93M | Buy |
45,490
+5,320
| +13% | +$342K | 1.23% | 26 |
|
|
2014
Q4 | $2.37M | Buy |
+40,170
| New | +$2.37M | 1.05% | 36 |
|