Wealthspire Advisors (Maryland)’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-27
| Closed | – | – | 1740 |
|
|
2019
Q1 | $0 | Buy |
27
+13
| +93% | – | ﹤0.01% | 2583 |
|
|
2018
Q4 | $0 | Sell |
14
-61
| -81% | – | ﹤0.01% | 2552 |
|
|
2018
Q3 | $1K | Hold |
75
| – | – | ﹤0.01% | 2317 |
|
|
2018
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 2190 |
|
|
2018
Q1 | $1K | Hold |
75
| – | – | ﹤0.01% | 2386 |
|
|
2017
Q4 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 2326 |
|
|
2016
Q1 | – | Sell |
-2,245
| Closed | -$51K | – | 1833 |
|
|
2015
Q4 | $51K | Buy |
+2,245
| New | +$51K | 0.01% | 710 |
|