Cerity Partners’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
Q2 | – | Sell |
-360
| Closed | -$788K | – | 1787 |
|
|
2023
Q1 | $788K | Buy |
+360
| New | +$788K | ﹤0.01% | 1083 |
|
|
2018
Q3 | – | Sell |
-12,343
| Closed | -$267K | – | 552 |
|
|
2018
Q2 | $267K | Buy |
12,343
+619
| +5% | +$13.4K | 0.02% | 449 |
|
|
2018
Q1 | $236K | Buy |
+11,724
| New | +$236K | 0.02% | 475 |
|