Eagle Ridge Investment Management’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-86,791
| Closed | -$4.42M | – | 180 |
|
|
2017
Q4 | $4.42M | Sell |
86,791
-2,198
| -2% | -$112K | 0.68% | 57 |
|
|
2017
Q3 | $4.29M | Sell |
88,989
-830
| -0.9% | -$40K | 0.71% | 56 |
|
|
2017
Q2 | $4.8M | Sell |
89,819
-1,400
| -2% | -$74.8K | 0.91% | 55 |
|
|
2017
Q1 | $5.52M | Buy |
91,219
+1,117
| +1% | +$67.6K | 1.08% | 48 |
|
|
2016
Q4 | $5.26M | Sell |
90,102
-146
| -0.2% | -$8.52K | 1.09% | 47 |
|
|
2016
Q3 | $4.75M | Sell |
90,248
-4,766
| -5% | -$251K | 1.05% | 53 |
|
|
2016
Q2 | $4.3M | Sell |
95,014
-3,736
| -4% | -$169K | 0.99% | 57 |
|
|
2016
Q1 | $5.07M | Sell |
98,750
-552
| -0.6% | -$28.3K | 1.19% | 40 |
|
|
2015
Q4 | $4.51M | Sell |
99,302
-13,838
| -12% | -$628K | 1.08% | 46 |
|
|
2015
Q3 | $6.21M | Buy |
+113,140
| New | +$6.21M | 1.6% | 19 |
|