Kingsview Wealth Management’s Avis CAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,132
| Closed | -$490K | – | 815 |
|
|
2020
Q4 | $490K | Buy |
+13,132
| New | +$490K | 0.04% | 449 |
|
|
2018
Q4 | – | Sell |
-9,301
| Closed | -$299K | – | 352 |
|
|
2018
Q3 | $299K | Sell |
9,301
-1,125
| -11% | -$36.2K | 0.06% | 287 |
|
|
2018
Q2 | $339K | Buy |
10,426
+1,900
| +22% | +$61.8K | 0.08% | 251 |
|
|
2018
Q1 | $399K | Buy |
8,526
+2,702
| +46% | +$126K | 0.1% | 229 |
|
|
2017
Q4 | $256K | Buy |
+5,824
| New | +$256K | 0.09% | 263 |
|