Mount Yale Investment Advisors’s Openlane KAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-40,221
| Closed | -$749K | – | 429 |
|
|
2020
Q4 | $749K | Sell |
40,221
-24,165
| -38% | -$450K | 0.11% | 208 |
|
|
2020
Q3 | $927K | Sell |
64,386
-6,361
| -9% | -$91.6K | 0.13% | 157 |
|
|
2020
Q2 | $973K | Sell |
70,747
-8,299
| -10% | -$114K | 0.17% | 128 |
|
|
2020
Q1 | $949K | Buy |
79,046
+8,718
| +12% | +$105K | 0.21% | 115 |
|
|
2019
Q4 | $1.48M | Buy |
70,328
+20,542
| +41% | +$432K | 0.26% | 97 |
|
|
2019
Q3 | $1.07M | Buy |
49,786
+12,552
| +34% | +$269K | 0.19% | 112 |
|
|
2019
Q2 | $906K | Buy |
+37,234
| New | +$906K | 0.17% | 118 |
|
|
2018
Q4 | – | Sell |
-317
| Closed | -$7K | – | 541 |
|
|
2018
Q3 | $7K | Hold |
317
| – | – | ﹤0.01% | 869 |
|
|
2018
Q2 | $7K | Sell |
317
-22,254
| -99% | -$491K | ﹤0.01% | 879 |
|
|
2018
Q1 | $463K | Buy |
+22,571
| New | +$463K | 0.1% | 185 |
|