Annex Advisory Services’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,005
| Closed | -$219K | – | 296 |
|
|
2024
Q1 | $219K | Sell |
5,005
-488
| -9% | -$21.3K | 0.01% | 261 |
|
|
2023
Q4 | $202K | Buy |
+5,493
| New | +$202K | 0.01% | 255 |
|
|
2023
Q3 | – | Sell |
-6,066
| Closed | -$214K | – | 261 |
|
|
2023
Q2 | $214K | Sell |
6,066
-28
| -0.5% | -$986 | 0.01% | 239 |
|
|
2023
Q1 | $231K | Buy |
6,094
+169
| +3% | +$6.42K | 0.01% | 211 |
|
|
2022
Q4 | $247K | Buy |
5,925
+11
| +0.2% | +$458 | 0.01% | 214 |
|
|
2022
Q3 | $206K | Buy |
+5,914
| New | +$206K | 0.01% | 216 |
|
|
2022
Q2 | – | Sell |
-5,078
| Closed | -$200K | – | 259 |
|
|
2022
Q1 | $200K | Buy |
+5,078
| New | +$200K | 0.01% | 239 |
|
|
2017
Q3 | – | Sell |
-4,114
| Closed | -$222K | – | 127 |
|
|
2017
Q2 | $222K | Buy |
4,114
+102
| +3% | +$5.5K | 0.05% | 113 |
|
|
2017
Q1 | $243K | Buy |
+4,012
| New | +$243K | 0.06% | 104 |
|
|
2016
Q4 | – | Sell |
-5,932
| Closed | -$312K | – | 115 |
|
|
2016
Q3 | $312K | Buy |
+5,932
| New | +$312K | 0.08% | 85 |
|
|
2014
Q4 | – | Sell |
-3,462
| Closed | -$201K | – | 99 |
|
|
2014
Q3 | $201K | Buy |
+3,462
| New | +$201K | 0.07% | 81 |
|