Forum Financial Management’s Avis CAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,174
| Closed | -$208K | – | 743 |
|
|
2023
Q4 | $208K | Hold |
1,174
| – | – | ﹤0.01% | 629 |
|
|
2023
Q3 | $211K | Hold |
1,174
| – | – | ﹤0.01% | 568 |
|
|
2023
Q2 | $268K | Buy |
1,174
+14
| +1% | +$3.2K | 0.01% | 477 |
|
|
2023
Q1 | $226K | Buy |
+1,160
| New | +$226K | 0.01% | 506 |
|
|
2022
Q2 | – | Sell |
-1,160
| Closed | -$305K | – | 589 |
|
|
2022
Q1 | $305K | Hold |
1,160
| – | – | 0.01% | 386 |
|
|
2021
Q4 | $241K | Buy |
+1,160
| New | +$241K | 0.01% | 524 |
|