Independent Portfolio Consultants’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,040
| Closed | -$54K | – | 872 |
|
|
2015
Q2 | $54K | Hold |
2,040
| – | – | 0.01% | 616 |
|
|
2015
Q1 | $64K | Sell |
2,040
-425
| -17% | -$13.3K | 0.01% | 573 |
|
|
2014
Q4 | $77K | Sell |
2,465
-570
| -19% | -$17.8K | 0.02% | 563 |
|
|
2014
Q3 | $76K | Sell |
3,035
-3,580
| -54% | -$89.6K | 0.02% | 580 |
|
|
2014
Q2 | $175K | Buy |
+6,615
| New | +$175K | 0.05% | 460 |
|
|
2013
Q3 | – | Sell |
-8,320
| Closed | -$201K | – | 452 |
|
|
2013
Q2 | $201K | Buy |
+8,320
| New | +$201K | 0.09% | 411 |
|