Concord Wealth Partners’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-241
| Closed | -$8.11K | – | 911 |
|
|
2023
Q3 | $8.11K | Hold |
241
| – | – | ﹤0.01% | 648 |
|
|
2023
Q2 | $7.31K | Buy |
+241
| New | +$7.31K | ﹤0.01% | 646 |
|
|
2023
Q1 | – | Sell |
-301
| Closed | -$6.88K | – | 1103 |
|
|
2022
Q4 | $6.88K | Buy |
+301
| New | +$6.88K | ﹤0.01% | 697 |
|
|
2022
Q3 | – | Sell |
-175
| Closed | -$4K | – | 571 |
|
|
2022
Q2 | $4K | Sell |
175
-2,730
| -94% | -$62.4K | ﹤0.01% | 870 |
|
|
2022
Q1 | $82K | Sell |
2,905
-480
| -14% | -$13.5K | 0.02% | 331 |
|
|
2021
Q4 | $96K | Buy |
3,385
+2,852
| +535% | +$80.9K | 0.02% | 315 |
|
|
2021
Q3 | $16K | Sell |
533
-2,582
| -83% | -$77.5K | 0.01% | 412 |
|
|
2021
Q2 | $100K | Buy |
3,115
+747
| +32% | +$24K | 0.03% | 240 |
|
|
2021
Q1 | $72K | Buy |
2,368
+2,342
| +9,008% | +$71.2K | 0.02% | 270 |
|
|
2020
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 625 |
|