WealthSource Partners’s Avis CAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $532K | Hold |
3,000
| – | – | 0.03% | 309 |
|
|
2023
Q3 | $539K | Hold |
3,000
| – | – | 0.04% | 292 |
|
|
2023
Q2 | $686K | Hold |
3,000
| – | – | 0.05% | 253 |
|
|
2023
Q1 | $584K | Hold |
3,000
| – | – | 0.04% | 281 |
|
|
2022
Q4 | $492K | Hold |
3,000
| – | – | 0.03% | 307 |
|
|
2022
Q3 | $445K | Hold |
3,000
| – | – | 0.03% | 320 |
|
|
2022
Q2 | $441K | Hold |
3,000
| – | – | 0.03% | 326 |
|
|
2022
Q1 | $790K | Hold |
3,000
| – | – | 0.05% | 255 |
|
|
2021
Q4 | $622K | Hold |
3,000
| – | – | 0.05% | 275 |
|
|
2021
Q3 | $350K | Hold |
3,000
| – | – | 0.03% | 355 |
|
|
2021
Q2 | $234K | Hold |
3,000
| – | – | 0.02% | 412 |
|
|
2021
Q1 | $218K | Buy |
+3,000
| New | +$218K | 0.02% | 397 |
|
|
2020
Q4 | – | Sell |
-8,000
| Closed | -$211K | – | 382 |
|
|
2020
Q3 | $211K | Buy |
+8,000
| New | +$211K | 0.03% | 325 |
|