Brandywine Oak Private Wealth’s Honda HMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-9,008
| Closed | -$213K | – | 272 |
|
2020
Q3 | $213K | Sell |
9,008
-1,090
| -11% | -$25.8K | 0.04% | 247 |
|
2020
Q2 | $258K | Buy |
10,098
+1,237
| +14% | +$31.6K | 0.05% | 194 |
|
2020
Q1 | $200K | Sell |
8,861
-497
| -5% | -$11.2K | 0.04% | 207 |
|
2019
Q4 | $264K | Buy |
9,358
+373
| +4% | +$10.5K | 0.05% | 198 |
|
2019
Q3 | $234K | Buy |
8,985
+907
| +11% | +$23.6K | 0.04% | 204 |
|
2019
Q2 | $208K | Buy |
+8,078
| New | +$208K | 0.04% | 210 |
|
2019
Q1 | – | Sell |
-2,701
| Closed | -$71K | – | 387 |
|
2018
Q4 | $71K | Buy |
+2,701
| New | +$71K | 0.02% | 321 |
|