Transform Wealth’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,410
| Closed | -$715K | – | 210 |
|
|
2022
Q1 | $715K | Hold |
7,410
| – | – | 0.08% | 131 |
|
|
2021
Q4 | $965K | Hold |
7,410
| – | – | 0.1% | 114 |
|
|
2021
Q3 | $948K | Buy |
7,410
+650
| +10% | +$83.2K | 0.11% | 113 |
|
|
2021
Q2 | $873K | Buy |
+6,760
| New | +$873K | 0.11% | 128 |
|
|
2020
Q4 | – | Sell |
-6,190
| Closed | -$569K | – | 215 |
|
|
2020
Q3 | $569K | Sell |
6,190
-500
| -7% | -$46K | 0.09% | 139 |
|
|
2020
Q2 | $599K | Sell |
6,690
-300
| -4% | -$26.9K | 0.1% | 137 |
|
|
2020
Q1 | $376K | Hold |
6,990
| – | – | 0.08% | 160 |
|
|
2019
Q4 | $613K | Sell |
6,990
-1,500
| -18% | -$132K | 0.1% | 147 |
|
|
2019
Q3 | $747K | Hold |
8,490
| – | – | 0.13% | 127 |
|
|
2019
Q2 | $737K | Sell |
8,490
-1,550
| -15% | -$135K | 0.11% | 154 |
|
|
2019
Q1 | $701K | Buy |
10,040
+1,000
| +11% | +$69.8K | 0.13% | 123 |
|
|
2018
Q4 | $567K | Hold |
9,040
| – | – | 0.12% | 129 |
|
|
2018
Q3 | $675K | Hold |
9,040
| – | – | 0.12% | 137 |
|
|
2018
Q2 | $659K | Sell |
9,040
-155
| -2% | -$11.3K | 0.12% | 147 |
|
|
2018
Q1 | $570K | Buy |
9,195
+2,600
| +39% | +$161K | 0.11% | 168 |
|
|
2017
Q4 | $423K | Sell |
6,595
-1,635
| -20% | -$105K | 0.08% | 194 |
|
|
2017
Q3 | $624K | Buy |
+8,230
| New | +$624K | 0.22% | 134 |
|
|
2017
Q2 | – | Sell |
-7,525
| Closed | -$446K | – | 98 |
|
|
2017
Q1 | $446K | Buy |
7,525
+300
| +4% | +$17.8K | 0.17% | 157 |
|
|
2016
Q4 | $465K | Buy |
7,225
+1,825
| +34% | +$117K | 0.18% | 153 |
|
|
2016
Q3 | $288K | Hold |
5,400
| – | – | 0.12% | 175 |
|
|
2016
Q2 | $265K | Buy |
+5,400
| New | +$265K | 0.11% | 184 |
|