SVA Wealth Management’s Cracker Barrel CBRL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-6,548
| Closed | -$1.05M | – | 209 |
|
2018
Q4 | $1.05M | Sell |
6,548
-826
| -11% | -$132K | 0.12% | 116 |
|
2018
Q3 | $1.09M | Sell |
7,374
-497
| -6% | -$73.1K | 0.11% | 119 |
|
2018
Q2 | $1.23M | Sell |
7,871
-2,379
| -23% | -$372K | 0.13% | 112 |
|
2018
Q1 | $1.55M | Buy |
10,250
+323
| +3% | +$49K | 0.19% | 104 |
|
2017
Q4 | $1.58M | Sell |
9,927
-323
| -3% | -$51.3K | 0.18% | 102 |
|
2017
Q3 | $1.55M | Sell |
10,250
-951
| -8% | -$144K | 0.19% | 104 |
|
2017
Q2 | $1.87M | Buy |
11,201
+472
| +4% | +$78.9K | 0.24% | 91 |
|
2017
Q1 | $1.71M | Buy |
+10,729
| New | +$1.71M | 0.23% | 93 |
|