B. Riley Wealth Advisors’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,927
| Closed | -$216K | – | 591 |
|
|
2015
Q3 | $216K | Sell |
3,927
-2,315
| -37% | -$127K | 0.05% | 453 |
|
|
2015
Q2 | $352K | Buy |
+6,242
| New | +$352K | 0.09% | 290 |
|
|
2015
Q1 | – | Sell |
-8,010
| Closed | -$3.62K | – | 1183 |
|
|
2014
Q4 | $3.62K | Buy |
+8,010
| New | +$3.62K | 0.08% | 321 |
|
|
2014
Q3 | – | Sell |
-2,790
| Closed | -$195K | – | 1187 |
|
|
2014
Q2 | $195K | Sell |
2,790
-134
| -5% | -$9.36K | 0.05% | 462 |
|
|
2014
Q1 | $195K | Buy |
2,924
+30
| +1% | +$2K | 0.06% | 395 |
|
|
2013
Q4 | $200K | Buy |
2,894
+114
| +4% | +$7.88K | 0.06% | 346 |
|
|
2013
Q3 | $179K | Hold |
2,780
| – | – | 0.06% | 371 |
|
|
2013
Q2 | $152K | Buy |
+2,780
| New | +$152K | 0.05% | 420 |
|