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WealthPLAN Partners’s AutoNation AN Stock Holding History

WealthPLAN Partners’s Portfolio AN Stock Details AN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,508
Closed -$228K – 321
2023
Q3 		$228K Sell
1,508
-288
-16% -$45.9K 0.03% 286
2023
Q2 		$296K Sell
1,796
-645
-26% -$89.5K 0.04% 243
2023
Q1 		$328K Sell
2,441
-5,159
-68% -$662K 0.04% 239
2022
Q4 		$1.06M Buy
+7,600
New +$840K 0.07% 171
2022
Q1 		$502K Buy
4,328
+203
+5% +$22.4K 0.03% 249
2021
Q4 		$450K Buy
+4,125
New +$496K 0.03% 265
2016
Q3 		$2.2K Buy
+45
New +$2.21K ﹤0.01% 845

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