HWA
STLY
Heritage Wealth Advisors’s Stanley Furniture Co Inc STLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-48,633
| Closed | -$294K | – | 545 |
|
|
2024
Q1 | $294K | Hold |
48,633
| – | – | 0.01% | 178 |
|
|
2023
Q4 | $273K | Hold |
48,633
| – | – | 0.01% | 186 |
|
|
2023
Q3 | $316K | Hold |
48,633
| – | – | 0.02% | 162 |
|
|
2023
Q2 | $348K | Hold |
48,633
| – | – | 0.02% | 158 |
|
|
2023
Q1 | $350K | Hold |
48,633
| – | – | 0.02% | 158 |
|
|
2022
Q4 | $340K | Hold |
48,633
| – | – | 0.02% | 159 |
|
|
2022
Q3 | $377K | Hold |
48,633
| – | – | 0.03% | 145 |
|
|
2022
Q2 | $393K | Hold |
48,633
| – | – | 0.03% | 140 |
|
|
2022
Q1 | $394K | Hold |
48,633
| – | – | 0.02% | 141 |
|
|
2021
Q4 | $571K | Hold |
48,633
| – | – | 0.03% | 129 |
|
|
2021
Q3 | $435K | Buy |
+48,633
| New | +$435K | 0.03% | 142 |
|
|
2018
Q1 | – | Sell |
-1,147,550
| Closed | -$998K | – | 116 |
|
|
2017
Q4 | $998K | Buy |
1,147,550
+318,193
| +38% | +$277K | 0.43% | 48 |
|
|
2017
Q3 | $979K | Hold |
829,357
| – | – | 0.49% | 44 |
|
|
2017
Q2 | $946K | Sell |
829,357
-5,000
| -0.6% | -$5.7K | 0.49% | 44 |
|
|
2017
Q1 | $651K | Hold |
834,357
| – | – | 0.35% | 51 |
|
|
2016
Q4 | $751K | Buy |
834,357
+53,933
| +7% | +$48.5K | 0.49% | 38 |
|
|
2016
Q3 | $1.39M | Hold |
780,424
| – | – | 0.96% | 16 |
|
|
2016
Q2 | $1.91M | Hold |
780,424
| – | – | 1.29% | 13 |
|
|
2016
Q1 | $2.07M | Buy |
780,424
+62,827
| +9% | +$166K | 1.62% | 12 |
|
|
2015
Q4 | $2M | Buy |
717,597
+44,917
| +7% | +$125K | 1.69% | 11 |
|
|
2015
Q3 | $1.97M | Hold |
672,680
| – | – | 1.69% | 11 |
|
|
2015
Q2 | $2M | Hold |
672,680
| – | – | 1.66% | 9 |
|
|
2015
Q1 | $2.12M | Buy |
672,680
+14,500
| +2% | +$45.7K | 1.75% | 9 |
|
|
2014
Q4 | $1.8M | Hold |
658,180
| – | – | 1.61% | 10 |
|
|
2014
Q3 | $1.85M | Hold |
658,180
| – | – | 1.92% | 9 |
|
|
2014
Q2 | $1.76M | Hold |
658,180
| – | – | 1.89% | 9 |
|
|
2014
Q1 | $1.8M | Hold |
658,180
| – | – | 2.09% | 9 |
|
|
2013
Q4 | $2.53M | Buy |
+658,180
| New | +$2.53M | 3.18% | 5 |
|