YWP
YorkBridge Wealth Partners’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $336K | Buy |
5,513
+2,552
| +86% | +$155K | 0.09% | 165 |
|
|
2022
Q3 | $315K | Buy |
2,961
+52
| +2% | +$5.53K | 0.08% | 183 |
|
|
2022
Q2 | $316K | Buy |
2,909
+136
| +5% | +$14.8K | 0.08% | 181 |
|
|
2022
Q1 | $348K | Sell |
2,773
-151
| -5% | -$19K | 0.08% | 204 |
|
|
2021
Q4 | $443K | Buy |
2,924
+84
| +3% | +$12.7K | 0.1% | 163 |
|
|
2021
Q3 | $394K | Buy |
2,840
+237
| +9% | +$32.9K | 0.1% | 165 |
|
|
2021
Q2 | $343K | Buy |
2,603
+31
| +1% | +$4.09K | 0.09% | 183 |
|
|
2021
Q1 | $279K | Buy |
2,572
+841
| +49% | +$91.2K | 0.08% | 213 |
|
|
2020
Q4 | $220K | Buy |
+1,731
| New | +$220K | 0.07% | 195 |
|
|
2019
Q3 | – | Sell |
-2,229
| Closed | -$167K | – | 266 |
|
|
2019
Q2 | $167K | Sell |
2,229
-172
| -7% | -$12.9K | 0.07% | 201 |
|
|
2019
Q1 | $145K | Buy |
2,401
+80
| +3% | +$4.83K | 0.07% | 212 |
|
|
2018
Q4 | $111K | Sell |
2,321
-28
| -1% | -$1.34K | 0.06% | 234 |
|
|
2018
Q3 | $124K | Sell |
2,349
-207
| -8% | -$10.9K | 0.06% | 244 |
|
|
2018
Q2 | $145K | Sell |
2,556
-177
| -6% | -$10K | 0.06% | 220 |
|
|
2018
Q1 | $139K | Buy |
2,733
+154
| +6% | +$7.83K | 0.06% | 225 |
|
|
2017
Q4 | $108K | Buy |
+2,579
| New | +$108K | 0.05% | 276 |
|