Beese Fulmer Investment Management’s HV Bancorp, Inc. Common Stock HVBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,826
| Closed | -$415K | – | 224 |
|
|
2023
Q1 | $415K | Sell |
13,826
-1,000
| -7% | -$29.9K | 0.05% | 162 |
|
|
2022
Q4 | $422K | Hold |
14,826
| – | – | 0.05% | 165 |
|
|
2022
Q3 | $308K | Hold |
14,826
| – | – | 0.04% | 172 |
|
|
2022
Q2 | $296K | Hold |
14,826
| – | – | 0.04% | 178 |
|
|
2022
Q1 | $322K | Hold |
14,826
| – | – | 0.03% | 180 |
|
|
2021
Q4 | $330K | Hold |
14,826
| – | – | 0.03% | 185 |
|
|
2021
Q3 | $325K | Hold |
14,826
| – | – | 0.04% | 182 |
|
|
2021
Q2 | $325K | Buy |
14,826
+1,276
| +9% | +$25.8K | 0.04% | 174 |
|
|
2021
Q1 | $259K | Hold |
13,550
| – | – | 0.03% | 188 |
|
|
2020
Q4 | $233K | Hold |
13,550
| – | – | 0.03% | 188 |
|
|
2020
Q3 | $180K | Hold |
13,550
| – | – | 0.03% | 181 |
|
|
2020
Q2 | $180K | Hold |
13,550
| – | – | 0.03% | 191 |
|
|
2020
Q1 | $149K | Hold |
13,550
| – | – | 0.03% | 172 |
|
|
2019
Q4 | $230K | Hold |
13,550
| – | – | 0.03% | 183 |
|
|
2019
Q3 | $203K | Hold |
13,550
| – | – | 0.03% | 197 |
|
|
2019
Q2 | $198K | Hold |
13,550
| – | – | 0.04% | 171 |
|
|
2019
Q1 | $218K | Hold |
13,550
| – | – | 0.04% | 163 |
|
|
2018
Q4 | $203K | Hold |
13,550
| – | – | 0.05% | 160 |
|
|
2018
Q3 | $208K | Hold |
13,550
| – | – | 0.04% | 181 |
|
|
2018
Q2 | $203K | Buy |
13,550
+3,350
| +33% | +$48.9K | 0.04% | 187 |
|
|
2018
Q1 | $145K | Buy |
+10,200
| New | +$152K | 0.03% | 181 |
|
Beese Fulmer Investment Management's HVBC Position: Q2 2023 in Review
Beese Fulmer Investment Management sold out of HV Bancorp, Inc. Common Stock (HVBC) in Q2 2023, closing a stake of 13,826 shares — an estimated $415K sold.
Beese Fulmer Investment Management first reported a position in HVBC in Q1 2018 and held it in 21 quarters. The position peaked at $422K in Q4 2022. 0 funds tracked by Wall St. Rank hold HVBC as of Q2 2023.
- Beese Fulmer Investment Management reported no remaining HV Bancorp, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
- Beese Fulmer Investment Management sold 13,826 HV Bancorp, Inc. Common Stock shares in Q2 2023, an estimated $415K.
- Beese Fulmer Investment Management first reported a position in HV Bancorp, Inc. Common Stock in Q1 2018 and held it in 21 quarters.
- Beese Fulmer Investment Management's HV Bancorp, Inc. Common Stock position peaked at $422K in Q4 2022.
- 0 funds tracked by Wall St. Rank held HV Bancorp, Inc. Common Stock as of Q2 2023.
Based on Beese Fulmer Investment Management's 13F filing for Q2 2023, filed 11 Jul 2023.