Lucus Advisors’s Avis CAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,083
| Closed | -$346K | – | 207 |
|
|
2017
Q3 | $346K | Buy |
+9,083
| New | +$346K | 0.49% | 131 |
|
|
2017
Q2 | – | Sell |
-13,935
| Closed | -$412K | – | 196 |
|
|
2017
Q1 | $412K | Buy |
+13,935
| New | +$412K | 0.38% | 71 |
|
|
2016
Q1 | – | Sell |
-11,056
| Closed | -$401K | – | 280 |
|
|
2015
Q4 | $401K | Buy |
11,056
+379
| +4% | +$13.7K | 0.24% | 170 |
|
|
2015
Q3 | $466K | Buy |
10,677
+636
| +6% | +$27.8K | 0.26% | 60 |
|
|
2015
Q2 | $443K | Buy |
+10,041
| New | +$443K | 0.21% | 288 |
|