HCR Wealth Advisors’s Autoliv ALV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,728
| Closed | -$254K | – | 269 |
|
|
2020
Q3 | $254K | Buy |
+10,728
| New | +$254K | 0.06% | 143 |
|
|
2019
Q4 | – | Sell |
-10,567
| Closed | -$365K | – | 235 |
|
|
2019
Q3 | $365K | Buy |
10,567
+100
| +1% | +$3.45K | 0.12% | 112 |
|
|
2019
Q2 | $356K | Sell |
10,467
-216
| -2% | -$7.35K | 0.1% | 117 |
|
|
2019
Q1 | $379K | Hold |
10,683
| – | – | 0.11% | 123 |
|
|
2018
Q4 | $341K | Sell |
10,683
-113
| -1% | -$3.61K | 0.11% | 121 |
|
|
2018
Q3 | $438K | Sell |
10,796
-4,189
| -28% | -$170K | 0.14% | 106 |
|
|
2018
Q2 | $441K | Hold |
14,985
| – | – | 0.14% | 113 |
|
|
2018
Q1 | $446K | Buy |
+14,985
| New | +$446K | 0.15% | 112 |
|
|
2017
Q4 | – | Sell |
-14,985
| Closed | -$424K | – | 169 |
|
|
2017
Q3 | $424K | Buy |
+14,985
| New | +$424K | 0.18% | 107 |
|
|
2017
Q2 | – | Sell |
-13,229
| Closed | -$390K | – | 143 |
|
|
2017
Q1 | $390K | Hold |
13,229
| – | – | 0.2% | 100 |
|
|
2016
Q4 | $341K | Buy |
+13,229
| New | +$341K | 0.18% | 99 |
|