Simon Quick Advisors’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-728
| Closed | -$31K | – | 558 |
|
|
2020
Q3 | $31K | Sell |
728
-591
| -45% | -$25.2K | 0.01% | 264 |
|
|
2020
Q2 | $57K | Buy |
1,319
+284
| +27% | +$12.3K | 0.02% | 180 |
|
|
2020
Q1 | $38K | Buy |
+1,035
| New | +$38K | 0.01% | 226 |
|
|
2019
Q3 | – | Sell |
-158
| Closed | -$4.91K | – | 541 |
|
|
2019
Q2 | $4.91K | Buy |
+158
| New | +$4.91K | ﹤0.01% | 281 |
|