Mercer Global Advisors’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,427
| Closed | -$219K | – | 1931 |
|
|
2021
Q4 | $219K | Sell |
4,427
-145
| -3% | -$7.17K | ﹤0.01% | 1608 |
|
|
2021
Q3 | $240K | Sell |
4,572
-3,085
| -40% | -$162K | ﹤0.01% | 1523 |
|
|
2021
Q2 | $343K | Sell |
7,657
-175
| -2% | -$7.84K | ﹤0.01% | 1327 |
|
|
2021
Q1 | $388K | Sell |
7,832
-883
| -10% | -$43.7K | ﹤0.01% | 1198 |
|
|
2020
Q4 | $336K | Buy |
+8,715
| New | +$336K | ﹤0.01% | 1025 |
|