CWM
Centric Wealth Management’s Harley-Davidson HOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,666
| Closed | -$227K | – | 170 |
|
|
2021
Q1 | $227K | Buy |
5,666
+22
| +0.4% | +$881 | 0.06% | 185 |
|
|
2020
Q4 | $207K | Sell |
5,644
-434
| -7% | -$15.9K | 0.06% | 178 |
|
|
2020
Q3 | $212K | Buy |
+6,078
| New | +$212K | 0.16% | 105 |
|
|
2020
Q2 | – | Sell |
-6,078
| Closed | -$212K | – | 147 |
|
|
2020
Q1 | $212K | Sell |
6,078
-60
| -1% | -$2.09K | 0.16% | 105 |
|
|
2019
Q4 | $228K | Buy |
6,138
+60
| +1% | +$2.23K | 0.18% | 83 |
|
|
2019
Q3 | $212K | Buy |
+6,078
| New | +$212K | 0.16% | 105 |
|