WP
WealthSource Partners’s Openlane KAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,205
| Closed | -$226K | – | 437 |
|
|
2019
Q3 | $226K | Buy |
9,205
+31
| +0.3% | +$761 | 0.03% | 385 |
|
|
2019
Q2 | $229K | Sell |
9,174
-7
| -0.1% | -$175 | 0.04% | 392 |
|
|
2019
Q1 | $471K | Buy |
9,181
+187
| +2% | +$9.59K | 0.11% | 179 |
|
|
2018
Q4 | $429K | Sell |
8,994
-505
| -5% | -$24.1K | 0.12% | 167 |
|
|
2018
Q3 | $567K | Sell |
9,499
-370
| -4% | -$22.1K | 0.15% | 138 |
|
|
2018
Q2 | $541K | Sell |
9,869
-183
| -2% | -$10K | 0.15% | 143 |
|
|
2018
Q1 | $545K | Buy |
10,052
+275
| +3% | +$14.9K | 0.17% | 134 |
|
|
2017
Q4 | $494K | Buy |
9,777
+187
| +2% | +$9.45K | 0.15% | 136 |
|
|
2017
Q3 | $458K | Buy |
9,590
+1,772
| +23% | +$84.6K | 0.15% | 145 |
|
|
2017
Q2 | $328K | Sell |
7,818
-2,823
| -27% | -$118K | 0.11% | 189 |
|
|
2017
Q1 | $465K | Sell |
10,641
-1,493
| -12% | -$65.2K | 0.17% | 130 |
|
|
2016
Q4 | $517K | Sell |
12,134
-245
| -2% | -$10.4K | 0.22% | 101 |
|
|
2016
Q3 | $534K | Hold |
12,379
| – | – | 0.19% | 112 |
|
|
2016
Q2 | $517K | Buy |
12,379
+275
| +2% | +$11.5K | 0.19% | 111 |
|
|
2016
Q1 | $462K | Buy |
+12,104
| New | +$462K | 0.19% | 111 |
|