Baker Tilly Wealth Management’s Holley HLLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,567
| Closed | -$37.8K | – | 254 |
|
|
2024
Q2 | $37.8K | Sell |
10,567
-22,837
| -68% | -$81.8K | 0.02% | 278 |
|
|
2024
Q1 | $149K | Buy |
33,404
+745
| +2% | +$3.32K | 0.03% | 410 |
|
|
2023
Q4 | $159K | Buy |
32,659
+3,414
| +12% | +$16.6K | 0.03% | 456 |
|
|
2023
Q3 | $146K | Sell |
29,245
-7,128
| -20% | -$35.6K | 0.02% | 446 |
|
|
2023
Q2 | $149K | Sell |
36,373
-3,022
| -8% | -$12.4K | 0.02% | 529 |
|
|
2023
Q1 | $108K | Sell |
39,395
-3,225
| -8% | -$8.84K | 0.01% | 532 |
|
|
2022
Q4 | $90.4K | Sell |
42,620
-4,037
| -9% | -$8.56K | 0.01% | 521 |
|
|
2022
Q3 | $189K | Buy |
+46,657
| New | +$189K | 0.03% | 481 |
|