Beese Fulmer Investment Management’s HV Bancorp, Inc. Common Stock HVBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,826
| Closed | -$415K | – | 224 |
|
|
2023
Q1 | $415K | Sell |
13,826
-1,000
| -7% | -$30K | 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% | +$28K | 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% | +$50.2K | 0.04% | 187 |
|
|
2018
Q1 | $145K | Buy |
+10,200
| New | +$145K | 0.03% | 181 |
|