AIP
HARL
Almanack Investment Partners’s HARLEYSVILLE SVGS FINCL CRP HARL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-86,384
| Closed | -$2.2M | – | 861 |
|
|
2022
Q3 | $2.2M | Buy |
86,384
+43,296
| +100% | +$1.1M | 0.43% | 30 |
|
|
2022
Q2 | $1.12M | Hold |
43,088
| – | – | 0.11% | 128 |
|
|
2022
Q1 | $1.11M | Hold |
43,088
| – | – | 0.1% | 136 |
|
|
2021
Q4 | $1.08M | Buy |
43,088
+1,000
| +2% | +$25K | 0.09% | 146 |
|
|
2021
Q3 | $1.05M | Buy |
42,088
+23,146
| +122% | +$580K | 0.09% | 156 |
|
|
2021
Q2 | $478K | Hold |
18,942
| – | – | 0.05% | 234 |
|
|
2021
Q1 | $445K | Hold |
18,942
| – | – | 0.05% | 255 |
|
|
2020
Q4 | $413K | Hold |
18,942
| – | – | 0.05% | 245 |
|
|
2020
Q3 | $408K | Buy |
+18,942
| New | +$408K | 0.05% | 249 |
|