Exencial Wealth Advisors’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-49,861
| Closed | -$1.26M | – | 152 |
|
|
2014
Q3 | $1.26M | Sell |
49,861
-2,356
| -5% | -$59.3K | 0.55% | 61 |
|
|
2014
Q2 | $1.38M | Sell |
52,217
-2,583
| -5% | -$68.1K | 0.59% | 64 |
|
|
2014
Q1 | $1.41M | Sell |
54,800
-2,204
| -4% | -$56.9K | 0.59% | 64 |
|
|
2013
Q4 | $1.53M | Sell |
57,004
-2,287
| -4% | -$61.4K | 0.69% | 54 |
|
|
2013
Q3 | $1.38M | Buy |
59,291
+1,003
| +2% | +$23.4K | 0.65% | 58 |
|
|
2013
Q2 | $1.4M | Buy |
+58,288
| New | +$1.4M | 0.7% | 53 |
|