D.L. Carlson Investment Group’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-36,685
| Closed | -$2.42M | – | 137 |
|
|
2014
Q4 | $2.42M | Buy |
36,685
+2,460
| +7% | +$162K | 0.87% | 45 |
|
|
2014
Q3 | $1.99M | Sell |
34,225
-3,870
| -10% | -$225K | 0.74% | 56 |
|
|
2014
Q2 | $2.66M | Sell |
38,095
-1,775
| -4% | -$124K | 0.97% | 46 |
|
|
2014
Q1 | $2.66M | Buy |
39,870
+6,145
| +18% | +$409K | 1% | 42 |
|
|
2013
Q4 | $2.34M | Buy |
33,725
+130
| +0.4% | +$9K | 0.85% | 48 |
|
|
2013
Q3 | $2.16M | Buy |
33,595
+2,500
| +8% | +$161K | 0.83% | 48 |
|
|
2013
Q2 | $1.71M | Buy |
+31,095
| New | +$1.71M | 0.68% | 58 |
|