Next Financial Group’s Wabash National WNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $276K | Buy |
14,159
+800
| +6% | +$15.6K | 0.02% | 763 |
|
|
2021
Q3 | $202K | Buy |
13,359
+400
| +3% | +$6.05K | 0.02% | 832 |
|
|
2021
Q2 | $207K | Buy |
12,959
+500
| +4% | +$7.99K | 0.02% | 818 |
|
|
2021
Q1 | $234K | Buy |
12,459
+999
| +9% | +$18.8K | 0.02% | 713 |
|
|
2020
Q4 | $197K | Buy |
11,460
+8,500
| +287% | +$146K | 0.02% | 715 |
|
|
2020
Q3 | $35K | Buy |
+2,960
| New | +$35K | ﹤0.01% | 1217 |
|
|
2020
Q2 | – | Sell |
-2,960
| Closed | -$21K | – | 1903 |
|
|
2020
Q1 | $21K | Sell |
2,960
-900
| -23% | -$6.39K | ﹤0.01% | 1262 |
|
|
2019
Q4 | $57K | Hold |
3,860
| – | – | 0.01% | 1143 |
|
|
2019
Q3 | $56K | Sell |
3,860
-365
| -9% | -$5.3K | 0.01% | 1120 |
|
|
2019
Q2 | $69K | Buy |
4,225
+575
| +16% | +$9.39K | 0.01% | 1059 |
|
|
2019
Q1 | $49K | Hold |
3,650
| – | – | 0.01% | 739 |
|
|
2018
Q4 | $48K | Hold |
3,650
| – | – | 0.01% | 818 |
|
|
2018
Q3 | $67K | Buy |
+3,650
| New | +$67K | 0.03% | 471 |
|
|
2017
Q1 | – | Sell |
-20,215
| Closed | -$320K | – | 2319 |
|
|
2016
Q4 | $320K | Buy |
20,215
+1,300
| +7% | +$20.6K | 0.06% | 343 |
|
|
2016
Q3 | $269K | Buy |
18,915
+12,065
| +176% | +$172K | 0.05% | 380 |
|
|
2016
Q2 | $86K | Hold |
6,850
| – | – | 0.03% | 494 |
|
|
2016
Q1 | $90K | Sell |
6,850
-700
| -9% | -$9.2K | 0.03% | 452 |
|
|
2015
Q4 | $89K | Sell |
7,550
-1,700
| -18% | -$20K | 0.03% | 454 |
|
|
2015
Q3 | $97K | Buy |
9,250
+4,450
| +93% | +$46.7K | 0.03% | 434 |
|
|
2015
Q2 | $60K | Sell |
4,800
-200
| -4% | -$2.5K | 0.02% | 616 |
|
|
2015
Q1 | $70K | Hold |
5,000
| – | – | 0.02% | 574 |
|
|
2014
Q4 | $62K | Sell |
5,000
-8,245
| -62% | -$102K | 0.02% | 590 |
|
|
2014
Q3 | $176K | Buy |
+13,245
| New | +$176K | 0.04% | 487 |
|