Harvest Group Wealth Management’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,192
| Closed | -$38K | – | 234 |
|
|
2020
Q4 | $38K | Hold |
3,192
| – | – | 0.02% | 116 |
|
|
2020
Q3 | $35K | Hold |
3,192
| – | – | 0.02% | 116 |
|
|
2020
Q2 | $29K | Buy |
3,192
+800
| +33% | +$7.27K | 0.02% | 120 |
|
|
2020
Q1 | $19K | Sell |
2,392
-1,000
| -29% | -$7.94K | 0.02% | 138 |
|
|
2019
Q4 | $29K | Hold |
3,392
| – | – | 0.03% | 115 |
|
|
2019
Q3 | $27K | Hold |
3,392
| – | – | 0.03% | 125 |
|
|
2019
Q2 | $32K | Buy |
3,392
+1,272
| +60% | +$12K | 0.04% | 98 |
|
|
2019
Q1 | $19K | Buy |
+2,120
| New | +$19K | 0.02% | 161 |
|