Hohimer Wealth Management’s Harbor Custom Development, Inc. Common Stock HCDI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,000
Closed -$22.6K 201
2023
Q3
$22.6K Buy
+16,000
New +$32.4K 0.01% 190
2021
Q4
Sell
-16,529
Closed -$777K 221
2021
Q3
$777K Buy
16,529
+21
+0.1% +$1.19K 0.16% 131
2021
Q2
$1.07M Buy
16,508
+2,433
+17% +$159K 0.22% 118
2021
Q1
$892K Buy
14,075
+4,259
+43% +$288K 0.22% 118
2020
Q4
$856K Sell
9,816
-2,862
-23% -$277K 0.23% 117
2020
Q3
$1.28M Buy
+12,678
New +$1.45M 0.37% 91

Hohimer Wealth Management's HCDI Position: Q4 2023 in Review

Hohimer Wealth Management sold out of Harbor Custom Development, Inc. Common Stock (HCDI) in Q4 2023, closing a stake of 16,000 shares — an estimated $22.6K sold.

Hohimer Wealth Management first reported a position in HCDI in Q3 2020 and held it in 6 quarters. The position peaked at $1.28M in Q3 2020. 0 funds tracked by Wall St. Rank hold HCDI as of Q4 2023.

  • Hohimer Wealth Management reported no remaining Harbor Custom Development, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Hohimer Wealth Management sold 16,000 Harbor Custom Development, Inc. Common Stock shares in Q4 2023, an estimated $22.6K.
  • Hohimer Wealth Management first reported a position in Harbor Custom Development, Inc. Common Stock in Q3 2020 and held it in 6 quarters.
  • Hohimer Wealth Management's Harbor Custom Development, Inc. Common Stock position peaked at $1.28M in Q3 2020.
  • 0 funds tracked by Wall St. Rank held Harbor Custom Development, Inc. Common Stock as of Q4 2023.

Based on Hohimer Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.