Regal Investment Advisors’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,693
| Closed | -$233K | – | 564 |
|
|
2022
Q1 | $233K | Sell |
5,693
-3
| -0.1% | -$123 | 0.02% | 467 |
|
|
2021
Q4 | $271K | Buy |
+5,696
| New | +$271K | 0.02% | 454 |
|
|
2014
Q4 | – | Sell |
-3,600
| Closed | -$91K | – | 1007 |
|
|
2014
Q3 | $91K | Hold |
3,600
| – | – | 0.03% | 316 |
|
|
2014
Q2 | $95K | Hold |
3,600
| – | – | 0.03% | 291 |
|
|
2014
Q1 | $92K | Buy |
+3,600
| New | +$92K | 0.04% | 273 |
|
|
2013
Q4 | – | Sell |
-3,600
| Closed | -$84K | – | 967 |
|
|
2013
Q3 | $84K | Hold |
3,600
| – | – | 0.05% | 251 |
|
|
2013
Q2 | $87K | Buy |
+3,600
| New | +$87K | 0.05% | 245 |
|