CAPTRUST Financial Advisors’s Haverty Furniture Companies HVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,869
| Closed | -$235K | – | 2349 |
|
|
2022
Q4 | $235K | Sell |
7,869
-359
| -4% | -$10.7K | ﹤0.01% | 1840 |
|
|
2022
Q3 | $205K | Buy |
8,228
+3,315
| +67% | +$82.6K | ﹤0.01% | 1808 |
|
|
2022
Q2 | $114K | Buy |
4,913
+1,413
| +40% | +$32.8K | ﹤0.01% | 2111 |
|
|
2022
Q1 | $96K | Buy |
3,500
+1,498
| +75% | +$41.1K | ﹤0.01% | 2303 |
|
|
2021
Q4 | $61K | Buy |
2,002
+554
| +38% | +$16.9K | ﹤0.01% | 2527 |
|
|
2021
Q3 | $49K | Sell |
1,448
-69
| -5% | -$2.34K | ﹤0.01% | 2593 |
|
|
2021
Q2 | $65K | Sell |
1,517
-4
| -0.3% | -$171 | ﹤0.01% | 2336 |
|
|
2021
Q1 | $57K | Buy |
1,521
+1,466
| +2,665% | +$54.9K | ﹤0.01% | 2345 |
|
|
2020
Q4 | $2K | Buy |
55
+35
| +175% | +$1.27K | ﹤0.01% | 3119 |
|
|
2020
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 3128 |
|