Valeo Financial Advisors’s Openlane KAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,422
| Closed | -$96K | – | 1112 |
|
|
2021
Q1 | $96K | Sell |
6,422
-8,370
| -57% | -$125K | ﹤0.01% | 618 |
|
|
2020
Q4 | $275K | Sell |
14,792
-81
| -0.5% | -$1.51K | 0.01% | 350 |
|
|
2020
Q3 | $214K | Buy |
14,873
+130
| +0.9% | +$1.87K | 0.02% | 305 |
|
|
2020
Q2 | $203K | Sell |
14,743
-1,135
| -7% | -$15.6K | 0.02% | 313 |
|
|
2020
Q1 | $219K | Buy |
15,878
+3,839
| +32% | +$53K | 0.02% | 280 |
|
|
2019
Q4 | $262K | Buy |
12,039
+2,047
| +20% | +$44.5K | 0.03% | 268 |
|
|
2019
Q3 | $247K | Buy |
9,992
+528
| +6% | +$13.1K | 0.03% | 265 |
|
|
2019
Q2 | $264K | Sell |
9,464
-14,047
| -60% | -$392K | 0.03% | 238 |
|
|
2019
Q1 | $457K | Buy |
23,511
+132
| +0.6% | +$2.57K | 0.06% | 181 |
|
|
2018
Q4 | $422K | Buy |
23,379
+227
| +1% | +$4.1K | 0.06% | 178 |
|
|
2018
Q3 | $498K | Buy |
23,152
+235
| +1% | +$5.06K | 0.07% | 179 |
|
|
2018
Q2 | $533K | Buy |
22,917
+6,220
| +37% | +$145K | 0.07% | 167 |
|
|
2018
Q1 | $343K | Buy |
16,697
+951
| +6% | +$19.5K | 0.06% | 194 |
|
|
2017
Q4 | $301K | Buy |
15,746
+79
| +0.5% | +$1.51K | 0.05% | 196 |
|
|
2017
Q3 | $283K | Buy |
+15,667
| New | +$283K | 0.06% | 173 |
|