HBK Sorce Advisory’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-19,758
| Closed | -$181K | – | 490 |
|
|
2022
Q1 | $181K | Sell |
19,758
-15,747
| -44% | -$144K | 0.01% | 517 |
|
|
2021
Q4 | $386K | Buy |
35,505
+3,348
| +10% | +$36.4K | 0.02% | 388 |
|
|
2021
Q3 | $360K | Buy |
32,157
+2,687
| +9% | +$30.1K | 0.02% | 392 |
|
|
2021
Q2 | $371K | Sell |
29,470
-6,483
| -18% | -$81.6K | 0.02% | 394 |
|
|
2021
Q1 | $474K | Buy |
35,953
+4,311
| +14% | +$56.8K | 0.03% | 312 |
|
|
2020
Q4 | $378K | Sell |
31,642
-1,945
| -6% | -$23.2K | 0.02% | 327 |
|
|
2020
Q3 | $366K | Buy |
33,587
+2,985
| +10% | +$32.5K | 0.03% | 316 |
|
|
2020
Q2 | $285K | Buy |
30,602
+11,439
| +60% | +$107K | 0.02% | 336 |
|
|
2020
Q1 | $155K | Buy |
+19,163
| New | +$155K | 0.02% | 371 |
|