MorganRosel Wealth Management’s AutoNation AN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,866
| Closed | -$731K | – | 106 |
|
2023
Q4 | $731K | Sell |
4,866
-1,770
| -27% | -$266K | 0.28% | 59 |
|
2023
Q3 | $1M | Sell |
6,636
-101
| -1% | -$15.3K | 0.42% | 40 |
|
2023
Q2 | $1.11M | Buy |
+6,737
| New | +$1.11M | 0.45% | 32 |
|
2022
Q4 | – | Sell |
-7,727
| Closed | -$787K | – | 92 |
|
2022
Q3 | $787K | Buy |
7,727
+1,077
| +16% | +$110K | 0.39% | 47 |
|
2022
Q2 | $743K | Sell |
6,650
-1,967
| -23% | -$220K | 0.4% | 50 |
|
2022
Q1 | $858K | Buy |
8,617
+420
| +5% | +$41.8K | 0.42% | 49 |
|
2021
Q4 | $958K | Buy |
8,197
+1,957
| +31% | +$229K | 0.47% | 42 |
|
2021
Q3 | $760K | Buy |
+6,240
| New | +$760K | 0.41% | 48 |
|