Mission Wealth Management’s Openlane KAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-11,438
| Closed | -$190K | – | 648 |
|
2024
Q2 | $190K | Sell |
11,438
-257
| -2% | -$4.26K | 0.01% | 595 |
|
2024
Q1 | $202K | Hold |
11,695
| – | – | 0.01% | 609 |
|
2023
Q4 | $173K | Sell |
11,695
-95
| -0.8% | -$1.41K | 0.01% | 543 |
|
2023
Q3 | $176K | Sell |
11,790
-165
| -1% | -$2.46K | 0.01% | 507 |
|
2023
Q2 | $182K | Sell |
11,955
-1,384
| -10% | -$21.1K | 0.01% | 509 |
|
2023
Q1 | $182K | Sell |
13,339
-1,031
| -7% | -$14.1K | 0.01% | 496 |
|
2022
Q4 | $188K | Sell |
14,370
-1,817
| -11% | -$23.7K | 0.01% | 474 |
|
2022
Q3 | $181K | Sell |
16,187
-4,829
| -23% | -$54K | 0.01% | 454 |
|
2022
Q2 | $310K | Sell |
21,016
-3,755
| -15% | -$55.4K | 0.02% | 374 |
|
2022
Q1 | $447K | Buy |
24,771
+714
| +3% | +$12.9K | 0.02% | 320 |
|
2021
Q4 | $376K | Buy |
24,057
+368
| +2% | +$5.75K | 0.02% | 359 |
|
2021
Q3 | $388K | Buy |
23,689
+450
| +2% | +$7.37K | 0.02% | 334 |
|
2021
Q2 | $408K | Sell |
23,239
-4,968
| -18% | -$87.2K | 0.02% | 320 |
|
2021
Q1 | $423K | Buy |
28,207
+5,898
| +26% | +$88.4K | 0.02% | 293 |
|
2020
Q4 | $415K | Buy |
22,309
+10,764
| +93% | +$200K | 0.03% | 277 |
|
2020
Q3 | $166K | Buy |
+11,545
| New | +$166K | 0.01% | 350 |
|
2019
Q2 | – | Sell |
-13,855
| Closed | -$269K | – | 325 |
|
2019
Q1 | $269K | Buy |
13,855
+2,072
| +18% | +$40.2K | 0.03% | 246 |
|
2018
Q4 | $213K | Buy |
11,783
+282
| +2% | +$5.1K | 0.03% | 247 |
|
2018
Q3 | $260K | Buy |
11,501
+436
| +4% | +$9.86K | 0.03% | 231 |
|
2018
Q2 | $230K | Buy |
+11,065
| New | +$230K | 0.03% | 231 |
|