Mosaic Family Wealth’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,053
| Closed | -$73K | – | 404 |
|
|
2019
Q1 | $73K | Hold |
1,053
| – | – | 0.03% | 271 |
|
|
2018
Q4 | $66K | Sell |
1,053
-220
| -17% | -$13.8K | 0.03% | 277 |
|
|
2018
Q3 | $83K | Hold |
1,273
| – | – | 0.03% | 254 |
|
|
2018
Q2 | $93K | Hold |
1,273
| – | – | 0.04% | 236 |
|
|
2018
Q1 | $79K | Hold |
1,273
| – | – | 0.03% | 252 |
|
|
2017
Q4 | $82K | Sell |
1,273
-600
| -32% | -$38.6K | 0.03% | 259 |
|
|
2017
Q3 | $142K | Sell |
1,873
-421
| -18% | -$31.9K | 0.06% | 227 |
|
|
2017
Q2 | $145K | Hold |
2,294
| – | – | 0.06% | 215 |
|
|
2017
Q1 | $136K | Hold |
2,294
| – | – | 0.06% | 224 |
|
|
2016
Q4 | $148K | Hold |
2,294
| – | – | 0.07% | 204 |
|
|
2016
Q3 | $122K | Hold |
2,294
| – | – | 0.06% | 231 |
|
|
2016
Q2 | $113K | Hold |
2,294
| – | – | 0.05% | 232 |
|
|
2016
Q1 | $117K | Sell |
2,294
-700
| -23% | -$35.7K | 0.06% | 203 |
|
|
2015
Q4 | $161K | Buy |
+2,994
| New | +$161K | 0.07% | 164 |
|