James Investment Research’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,450
| Closed | -$228K | – | 564 |
|
|
2019
Q3 | $228K | Hold |
6,450
| – | – | 0.02% | 301 |
|
|
2019
Q2 | $200K | Sell |
6,450
-13,250
| -67% | -$411K | 0.01% | 368 |
|
|
2019
Q1 | $673K | Sell |
19,700
-15,600
| -44% | -$533K | 0.04% | 363 |
|
|
2018
Q4 | $1.04M | Buy |
+35,300
| New | +$1.04M | 0.07% | 334 |
|
|
2018
Q2 | – | Sell |
-53,843
| Closed | -$1.97M | – | 867 |
|
|
2018
Q1 | $1.97M | Buy |
+53,843
| New | +$1.97M | 0.07% | 317 |
|