WealthPLAN Partners’s AutoNation AN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,508
| Closed | -$228K | – | 321 |
|
|
2023
Q3 | $228K | Sell |
1,508
-288
| -16% | -$43.6K | 0.03% | 286 |
|
|
2023
Q2 | $296K | Sell |
1,796
-645
| -26% | -$106K | 0.04% | 243 |
|
|
2023
Q1 | $328K | Sell |
2,441
-5,159
| -68% | -$693K | 0.04% | 239 |
|
|
2022
Q4 | $1.06M | Buy |
+7,600
| New | +$1.06M | 0.07% | 171 |
|
|
2022
Q1 | $502K | Buy |
4,328
+203
| +5% | +$23.5K | 0.03% | 249 |
|
|
2021
Q4 | $450K | Buy |
+4,125
| New | +$450K | 0.03% | 264 |
|
|
2016
Q3 | $2.2K | Buy |
+45
| New | +$2.2K | ﹤0.01% | 845 |
|