SVB Wealth’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,436
| Closed | -$202K | – | 1014 |
|
|
2023
Q1 | $202K | Buy |
+4,436
| New | +$202K | ﹤0.01% | 882 |
|
|
2022
Q2 | – | Sell |
-8,012
| Closed | -$328K | – | 861 |
|
|
2022
Q1 | $328K | Sell |
8,012
-20
| -0.2% | -$819 | ﹤0.01% | 563 |
|
|
2021
Q4 | $382K | Buy |
8,032
+553
| +7% | +$26.3K | 0.01% | 510 |
|
|
2021
Q3 | $331K | Buy |
7,479
+895
| +14% | +$39.6K | ﹤0.01% | 739 |
|
|
2021
Q2 | $294K | Buy |
6,584
+174
| +3% | +$7.77K | ﹤0.01% | 763 |
|
|
2021
Q1 | $302K | Buy |
6,410
+369
| +6% | +$17.4K | ﹤0.01% | 686 |
|
|
2020
Q4 | $236K | Buy |
+6,041
| New | +$236K | ﹤0.01% | 698 |
|