Steward Partners Investment Advisory’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9
| Closed | -$322 | – | 3860 |
|
|
2024
Q2 | $322 | Buy |
+9
| New | +$322 | ﹤0.01% | 3505 |
|
|
2021
Q3 | – | Sell |
-781
| Closed | -$35K | – | 3353 |
|
|
2021
Q2 | $35K | Hold |
781
| – | – | ﹤0.01% | 3954 |
|
|
2021
Q1 | $36.8K | Hold |
781
| – | – | ﹤0.01% | 2151 |
|
|
2020
Q4 | $31K | Hold |
781
| – | – | ﹤0.01% | 1895 |
|
|
2020
Q3 | $33K | Hold |
781
| – | – | ﹤0.01% | 1687 |
|
|
2020
Q2 | $34K | Hold |
781
| – | – | ﹤0.01% | 1576 |
|
|
2020
Q1 | $28K | Hold |
781
| – | – | ﹤0.01% | 1483 |
|
|
2019
Q4 | $28K | Hold |
781
| – | – | ﹤0.01% | 1653 |
|
|
2019
Q3 | $27K | Hold |
781
| – | – | ﹤0.01% | 1623 |
|
|
2019
Q2 | $24K | Buy |
+781
| New | +$24K | ﹤0.01% | 1650 |
|
|
2018
Q4 | – | Sell |
-781
| Closed | -$28K | – | 2155 |
|
|
2018
Q3 | $28K | Hold |
781
| – | – | ﹤0.01% | 1414 |
|
|
2018
Q2 | $29K | Buy |
+781
| New | +$29K | ﹤0.01% | 1316 |
|