HGWM
Harvest Group Wealth Management’s Alger Mid Cap 40 ETF FRTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $59 | Sell |
5
-99
| -95% | -$1.17K | ﹤0.01% | 187 |
|
|
2022
Q4 | $1.2K | Hold |
104
| – | – | ﹤0.01% | 140 |
|
|
2022
Q3 | $1K | Sell |
104
-99
| -49% | -$952 | ﹤0.01% | 137 |
|
|
2022
Q2 | $3K | Sell |
203
-1,204
| -86% | -$17.8K | ﹤0.01% | 105 |
|
|
2022
Q1 | $24K | Sell |
1,407
-160,347
| -99% | -$2.74M | 0.01% | 66 |
|
|
2021
Q4 | $3.23M | Buy |
161,754
+5,104
| +3% | +$102K | 1.81% | 20 |
|
|
2021
Q3 | $3.55M | Buy |
156,650
+2,148
| +1% | +$48.6K | 2.08% | 19 |
|
|
2021
Q2 | $3.23M | Buy |
154,502
+18,406
| +14% | +$384K | 1.92% | 17 |
|
|
2021
Q1 | $2.83M | Buy |
+136,096
| New | +$2.83M | 1.78% | 18 |
|