Gitterman Wealth Management’s Horizon Technology Finance HRZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-39,490
| Closed | -$458K | – | 97 |
|
|
2022
Q4 | $458K | Buy |
39,490
+494
| +1% | +$5.73K | 0.23% | 22 |
|
|
2022
Q3 | $390K | Buy |
38,996
+5,699
| +17% | +$57K | 0.4% | 26 |
|
|
2022
Q2 | $381K | Sell |
33,297
-2,652
| -7% | -$30.3K | 0.36% | 30 |
|
|
2022
Q1 | $467K | Buy |
35,949
+3,711
| +12% | +$48.2K | 0.38% | 31 |
|
|
2021
Q4 | $520K | Buy |
32,238
+2,150
| +7% | +$34.7K | 0.39% | 34 |
|
|
2021
Q3 | $489K | Buy |
30,088
+3,647
| +14% | +$59.3K | 0.39% | 31 |
|
|
2021
Q2 | $457K | Sell |
26,441
-6,353
| -19% | -$110K | 0.37% | 32 |
|
|
2021
Q1 | $472K | Buy |
+32,794
| New | +$472K | 0.3% | 31 |
|