Harbor Investment Advisory’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-315
| Closed | -$10.1K | – | 1187 |
|
|
2023
Q3 | $10.1K | Hold |
315
| – | – | ﹤0.01% | 816 |
|
|
2023
Q2 | $13.8K | Sell |
315
-611
| -66% | -$26.8K | ﹤0.01% | 967 |
|
|
2023
Q1 | $41K | Hold |
926
| – | – | 0.01% | 761 |
|
|
2022
Q4 | $36.8K | Sell |
926
-345
| -27% | -$13.7K | 0.01% | 767 |
|
|
2022
Q3 | $59K | Sell |
1,271
-307
| -19% | -$14.3K | 0.01% | 633 |
|
|
2022
Q2 | $68K | Buy |
1,578
+308
| +24% | +$13.3K | 0.01% | 600 |
|
|
2022
Q1 | $69K | Hold |
1,270
| – | – | 0.01% | 649 |
|
|
2021
Q4 | $76K | Sell |
1,270
-297
| -19% | -$17.8K | 0.01% | 621 |
|
|
2021
Q3 | $103K | Buy |
+1,567
| New | +$103K | 0.01% | 519 |
|