Wealthspire Advisors (Maryland)’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-53
| Closed | -$2K | – | 2072 |
|
|
2019
Q1 | $2K | Sell |
53
-263
| -83% | -$9.93K | ﹤0.01% | 2218 |
|
|
2018
Q4 | $9K | Buy |
316
+16
| +5% | +$456 | ﹤0.01% | 1518 |
|
|
2018
Q3 | $11K | Hold |
300
| – | – | ﹤0.01% | 1495 |
|
|
2018
Q2 | $11K | Hold |
300
| – | – | ﹤0.01% | 1512 |
|
|
2018
Q1 | $11K | Hold |
300
| – | – | ﹤0.01% | 1546 |
|
|
2017
Q4 | $12K | Sell |
300
-45
| -13% | -$1.8K | ﹤0.01% | 1525 |
|
|
2017
Q3 | $13K | Buy |
345
+40
| +13% | +$1.51K | ﹤0.01% | 1482 |
|
|
2017
Q2 | $9K | Hold |
305
| – | – | ﹤0.01% | 1590 |
|
|
2017
Q1 | $8K | Buy |
305
+40
| +15% | +$1.05K | ﹤0.01% | 1416 |
|
|
2016
Q4 | $7K | Buy |
+265
| New | +$7K | ﹤0.01% | 1335 |
|