Mark Sheptoff Financial Planning’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-200
| Closed | -$14.1K | – | 400 |
|
2023
Q3 | $14.1K | Hold |
200
| – | – | 0.01% | 238 |
|
2023
Q2 | $16.7K | Hold |
200
| – | – | 0.01% | 236 |
|
2023
Q1 | $12.9K | Hold |
200
| – | – | 0.01% | 249 |
|
2022
Q4 | $12.2K | Hold |
200
| – | – | 0.01% | 253 |
|
2022
Q3 | $13K | Hold |
200
| – | – | 0.01% | 239 |
|
2022
Q2 | $18K | Hold |
200
| – | – | 0.01% | 226 |
|
2022
Q1 | $19K | Hold |
200
| – | – | 0.01% | 249 |
|
2021
Q4 | $26K | Hold |
200
| – | – | 0.01% | 233 |
|
2021
Q3 | $26K | Buy |
+200
| New | +$26K | 0.01% | 226 |
|
2016
Q3 | – | Sell |
-150
| Closed | -$7K | – | 358 |
|
2016
Q2 | $7K | Hold |
150
| – | – | 0.01% | 264 |
|
2016
Q1 | $8K | Hold |
150
| – | – | 0.01% | 257 |
|
2015
Q4 | $8K | Hold |
150
| – | – | 0.01% | 283 |
|
2015
Q3 | $9K | Buy |
+150
| New | +$9K | 0.01% | 261 |
|