Concert Wealth Management’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-4,977
| Closed | -$261K | – | 662 |
|
2016
Q3 | $261K | Buy |
4,977
+28
| +0.6% | +$1.47K | 0.03% | 539 |
|
2016
Q2 | $224K | Sell |
4,949
-6,822
| -58% | -$309K | 0.03% | 562 |
|
2016
Q1 | $609K | Buy |
11,771
+284
| +2% | +$14.7K | 0.08% | 302 |
|
2015
Q4 | $521K | Sell |
11,487
-1,455
| -11% | -$66K | 0.07% | 348 |
|
2015
Q3 | $702K | Sell |
12,942
-160
| -1% | -$8.68K | 0.1% | 269 |
|
2015
Q2 | $737K | Sell |
13,102
-366
| -3% | -$20.6K | 0.1% | 277 |
|
2015
Q1 | $750K | Buy |
13,468
+901
| +7% | +$50.2K | 0.21% | 134 |
|
2014
Q4 | $832K | Buy |
+12,567
| New | +$832K | 0.13% | 214 |
|