TW
Transform Wealth’s Credit Acceptance CACC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-910
| Closed | -$501K | – | 202 |
|
|
2022
Q1 | $501K | Sell |
910
-20
| -2% | -$11K | 0.06% | 155 |
|
|
2021
Q4 | $640K | Sell |
930
-420
| -31% | -$289K | 0.07% | 144 |
|
|
2021
Q3 | $790K | Sell |
1,350
-150
| -10% | -$87.8K | 0.09% | 131 |
|
|
2021
Q2 | $681K | Buy |
+1,500
| New | +$681K | 0.08% | 151 |
|
|
2020
Q4 | – | Sell |
-970
| Closed | -$328K | – | 200 |
|
|
2020
Q3 | $328K | Buy |
970
+50
| +5% | +$16.9K | 0.05% | 171 |
|
|
2020
Q2 | $385K | Buy |
920
+40
| +5% | +$16.7K | 0.07% | 165 |
|
|
2020
Q1 | $225K | Hold |
880
| – | – | 0.05% | 190 |
|
|
2019
Q4 | $389K | Buy |
880
+115
| +15% | +$50.8K | 0.06% | 172 |
|
|
2019
Q3 | $353K | Hold |
765
| – | – | 0.06% | 164 |
|
|
2019
Q2 | $370K | Hold |
765
| – | – | 0.05% | 192 |
|
|
2019
Q1 | $346K | Buy |
765
+70
| +10% | +$31.7K | 0.06% | 135 |
|
|
2018
Q4 | $265K | Hold |
695
| – | – | 0.05% | 153 |
|
|
2018
Q3 | $304K | Hold |
695
| – | – | 0.05% | 160 |
|
|
2018
Q2 | $246K | Hold |
695
| – | – | 0.04% | 195 |
|
|
2018
Q1 | $230K | Hold |
695
| – | – | 0.04% | 218 |
|
|
2017
Q4 | $225K | Buy |
+695
| New | +$225K | 0.04% | 230 |
|