Valeo Financial Advisors’s Carvana CVNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-895
| Closed | -$207K | – | 590 |
|
|
2021
Q4 | $207K | Sell |
895
-105
| -11% | -$24.3K | 0.01% | 492 |
|
|
2021
Q3 | $302K | Buy |
1,000
+120
| +14% | +$36.2K | 0.02% | 380 |
|
|
2021
Q2 | $266K | Sell |
880
-80
| -8% | -$24.2K | 0.02% | 361 |
|
|
2021
Q1 | $252K | Buy |
960
+3
| +0.3% | +$788 | 0.01% | 379 |
|
|
2020
Q4 | $229K | Buy |
957
+5
| +0.5% | +$1.2K | 0.01% | 380 |
|
|
2020
Q3 | $212K | Sell |
952
-4
| -0.4% | -$891 | 0.02% | 308 |
|
|
2020
Q2 | $115K | Buy |
956
+306
| +47% | +$36.8K | 0.01% | 451 |
|
|
2020
Q1 | $40K | Hold |
650
| – | – | ﹤0.01% | 649 |
|
|
2019
Q4 | $60K | Buy |
650
+150
| +30% | +$13.8K | 0.01% | 573 |
|
|
2019
Q3 | $33K | Hold |
500
| – | – | ﹤0.01% | 705 |
|
|
2019
Q2 | $31K | Sell |
500
-500
| -50% | -$31K | ﹤0.01% | 723 |
|
|
2019
Q1 | $58K | Buy |
1,000
+500
| +100% | +$29K | 0.01% | 521 |
|
|
2018
Q4 | $16K | Hold |
500
| – | – | ﹤0.01% | 759 |
|
|
2018
Q3 | $19K | Hold |
500
| – | – | ﹤0.01% | 777 |
|
|
2018
Q2 | $27K | Hold |
500
| – | – | ﹤0.01% | 672 |
|
|
2018
Q1 | $11K | Hold |
500
| – | – | ﹤0.01% | 893 |
|
|
2017
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 827 |
|
|
2017
Q3 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 777 |
|