Accel Wealth Management’s Haverty Furniture Companies HVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-500
| Closed | -$16K | – | 479 |
|
|
2023
Q1 | $16K | Hold |
500
| – | – | 0.01% | 768 |
|
|
2022
Q4 | $15K | Hold |
500
| – | – | 0.01% | 615 |
|
|
2022
Q3 | $13K | Hold |
500
| – | – | 0.01% | 674 |
|
|
2022
Q2 | $12K | Hold |
500
| – | – | 0.01% | 662 |
|
|
2022
Q1 | $14K | Hold |
500
| – | – | 0.01% | 639 |
|
|
2021
Q4 | $15K | Hold |
500
| – | – | 0.01% | 623 |
|
|
2021
Q3 | $17K | Hold |
500
| – | – | 0.01% | 537 |
|
|
2021
Q2 | $21K | Buy |
500
+68
| +16% | +$2.86K | 0.01% | 528 |
|
|
2021
Q1 | $16K | Buy |
432
+200
| +86% | +$7.41K | 0.01% | 559 |
|
|
2020
Q4 | $6K | Buy |
+232
| New | +$6K | 0.01% | 690 |
|