Financial Architects (New Jersey)’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-5,200
| Closed | -$177K | – | 1325 |
|
2018
Q4 | $177K | Hold |
5,200
| – | – | 0.03% | 268 |
|
2018
Q3 | $236K | Hold |
5,200
| – | – | 0.04% | 254 |
|
2018
Q2 | $219K | Hold |
5,200
| – | – | 0.04% | 263 |
|
2018
Q1 | $223K | Hold |
5,200
| – | – | 0.04% | 270 |
|
2017
Q4 | $265K | Sell |
5,200
-400
| -7% | -$20.4K | 0.04% | 253 |
|
2017
Q3 | $270K | Buy |
5,600
+300
| +6% | +$14.5K | 0.05% | 247 |
|
2017
Q2 | $286K | Hold |
5,300
| – | – | 0.05% | 219 |
|
2017
Q1 | $321K | Hold |
5,300
| – | – | 0.06% | 191 |
|
2016
Q4 | $309K | Hold |
5,300
| – | – | 0.07% | 186 |
|
2016
Q3 | $279K | Hold |
5,300
| – | – | 0.07% | 199 |
|
2016
Q2 | $240K | Hold |
5,300
| – | – | 0.07% | 208 |
|
2016
Q1 | $272K | Hold |
5,300
| – | – | 0.1% | 154 |
|
2015
Q4 | $241K | Buy |
5,300
+74
| +1% | +$3.37K | 0.1% | 176 |
|
2015
Q3 | $287K | Buy |
5,226
+26
| +0.5% | +$1.43K | 0.12% | 153 |
|
2015
Q2 | $293K | Sell |
5,200
-200
| -4% | -$11.3K | 0.11% | 145 |
|
2015
Q1 | $328K | Sell |
5,400
-11
| -0.2% | -$668 | 0.13% | 132 |
|
2014
Q4 | $357K | Sell |
5,411
-289
| -5% | -$19.1K | 0.16% | 119 |
|
2014
Q3 | $332K | Hold |
5,700
| – | – | 0.16% | 110 |
|
2014
Q2 | $398K | Hold |
5,700
| – | – | 0.19% | 105 |
|
2014
Q1 | $380K | Sell |
5,700
-200
| -3% | -$13.3K | 0.23% | 100 |
|
2013
Q4 | $409K | Buy |
5,900
+400
| +7% | +$27.7K | 0.24% | 94 |
|
2013
Q3 | $353K | Buy |
+5,500
| New | +$353K | 0.23% | 85 |
|