Berman Capital Advisors’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $49K | Buy |
1,352
+177
| +15% | +$6.42K | 0.01% | 677 |
|
|
2021
Q2 | $53K | Buy |
1,175
+43
| +4% | +$1.94K | 0.01% | 547 |
|
|
2021
Q1 | $45K | Buy |
1,132
+403
| +55% | +$16K | 0.01% | 517 |
|
|
2020
Q4 | $26K | Hold |
729
| – | – | 0.01% | 600 |
|
|
2020
Q3 | $17K | Hold |
729
| – | – | ﹤0.01% | 638 |
|
|
2020
Q2 | $17K | Buy |
729
+411
| +129% | +$9.58K | ﹤0.01% | 595 |
|
|
2020
Q1 | $6K | Buy |
+318
| New | +$6K | ﹤0.01% | 836 |
|