YorkBridge Wealth Partners’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,970
| Closed | -$171K | – | 440 |
|
2019
Q2 | $171K | Sell |
1,970
-17
| -0.9% | -$1.48K | 0.08% | 190 |
|
2019
Q1 | $139K | Sell |
1,987
-97
| -5% | -$6.79K | 0.06% | 225 |
|
2018
Q4 | $131K | Buy |
2,084
+41
| +2% | +$2.58K | 0.07% | 207 |
|
2018
Q3 | $151K | Sell |
2,043
-45
| -2% | -$3.33K | 0.07% | 210 |
|
2018
Q2 | $152K | Hold |
2,088
| – | – | 0.07% | 211 |
|
2018
Q1 | $127K | Sell |
2,088
-38
| -2% | -$2.31K | 0.06% | 252 |
|
2017
Q4 | $138K | Sell |
2,126
-205
| -9% | -$13.3K | 0.07% | 226 |
|
2017
Q3 | $177K | Hold |
2,331
| – | – | 0.09% | 189 |
|
2017
Q2 | $149K | Buy |
2,331
+29
| +1% | +$1.85K | 0.08% | 200 |
|
2017
Q1 | $133K | Sell |
2,302
-23
| -1% | -$1.33K | 0.07% | 208 |
|
2016
Q4 | $136K | Buy |
+2,325
| New | +$136K | 0.08% | 197 |
|