WFG Advisors’s AutoNation AN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-272
| Closed | -$12K | – | 1546 |
|
|
2017
Q1 | $12K | Sell |
272
-80
| -23% | -$3.53K | ﹤0.01% | 1016 |
|
|
2016
Q4 | $17K | Sell |
352
-151
| -30% | -$7.29K | ﹤0.01% | 968 |
|
|
2016
Q3 | $25K | Hold |
503
| – | – | 0.01% | 886 |
|
|
2016
Q2 | $24K | Hold |
503
| – | – | 0.01% | 874 |
|
|
2016
Q1 | $23K | Sell |
503
-2,340
| -82% | -$107K | 0.01% | 846 |
|
|
2015
Q4 | $170K | Buy |
2,843
+1,850
| +186% | +$111K | 0.05% | 326 |
|
|
2015
Q3 | $58K | Sell |
993
-1,203
| -55% | -$70.3K | 0.02% | 596 |
|
|
2015
Q2 | $138K | Hold |
2,196
| – | – | 0.04% | 443 |
|
|
2015
Q1 | $141K | Buy |
2,196
+84
| +4% | +$5.39K | 0.04% | 438 |
|
|
2014
Q4 | $128K | Sell |
2,112
-106
| -5% | -$6.42K | 0.03% | 564 |
|
|
2014
Q3 | $112K | Buy |
2,218
+67
| +3% | +$3.38K | 0.02% | 622 |
|
|
2014
Q2 | $128K | Hold |
2,151
| – | – | 0.02% | 573 |
|
|
2014
Q1 | $114K | Hold |
2,151
| – | – | 0.02% | 593 |
|
|
2013
Q4 | $107K | Hold |
2,151
| – | – | 0.02% | 715 |
|
|
2013
Q3 | $112K | Sell |
2,151
-56
| -3% | -$2.92K | 0.02% | 669 |
|
|
2013
Q2 | $96K | Buy |
+2,207
| New | +$96K | 0.02% | 677 |
|