FWM
ForthRight Wealth Management’s Haverty Furniture Companies HVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,000
| Closed | -$239K | – | 68 |
|
|
2024
Q1 | $239K | Hold |
7,000
| – | – | 0.09% | 59 |
|
|
2023
Q4 | $249K | Hold |
7,000
| – | – | 0.1% | 51 |
|
|
2023
Q3 | $201K | Sell |
7,000
-400
| -5% | -$11.5K | 0.09% | 55 |
|
|
2023
Q2 | $224K | Hold |
7,400
| – | – | 0.09% | 54 |
|
|
2023
Q1 | $236K | Sell |
7,400
-200
| -3% | -$6.38K | 0.11% | 47 |
|
|
2022
Q4 | $227K | Buy |
+7,600
| New | +$227K | 0.12% | 47 |
|
|
2022
Q2 | – | Sell |
-8,000
| Closed | -$219K | – | 48 |
|
|
2022
Q1 | $219K | Hold |
8,000
| – | – | 0.11% | 42 |
|
|
2021
Q4 | $245K | Hold |
8,000
| – | – | 0.13% | 37 |
|
|
2021
Q3 | $270K | Hold |
8,000
| – | – | 0.16% | 35 |
|
|
2021
Q2 | $342K | Hold |
8,000
| – | – | 0.22% | 27 |
|
|
2021
Q1 | $298K | Hold |
8,000
| – | – | 0.2% | 27 |
|
|
2020
Q4 | $221K | Buy |
+8,000
| New | +$221K | 0.17% | 29 |
|