Lucus Advisors’s Wabash National WNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-15,036
| Closed | -$343K | – | 256 |
|
2017
Q3 | $343K | Sell |
15,036
-1,252
| -8% | -$28.6K | 0.48% | 169 |
|
2017
Q2 | $358K | Sell |
16,288
-4,008
| -20% | -$88.1K | 0.48% | 101 |
|
2017
Q1 | $420K | Buy |
+20,296
| New | +$420K | 0.39% | 17 |
|
2016
Q4 | – | Sell |
-27,243
| Closed | -$388K | – | 180 |
|
2016
Q3 | $388K | Sell |
27,243
-541
| -2% | -$7.71K | 0.33% | 185 |
|
2016
Q2 | $353K | Sell |
27,784
-11,209
| -29% | -$142K | 0.29% | 60 |
|
2016
Q1 | $515K | Sell |
38,993
-2,420
| -6% | -$32K | 0.3% | 210 |
|
2015
Q4 | $490K | Buy |
41,413
+3,941
| +11% | +$46.6K | 0.3% | 46 |
|
2015
Q3 | $397K | Sell |
37,472
-506
| -1% | -$5.36K | 0.22% | 268 |
|
2015
Q2 | $476K | Buy |
+37,978
| New | +$476K | 0.23% | 256 |
|