HIM
Hotaling Investment Management’s Levi Strauss LEVI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-9,654
| Closed | -$242K | – | 137 |
|
2021
Q4 | $242K | Buy |
9,654
+481
| +5% | +$12.1K | 0.08% | 124 |
|
2021
Q3 | $225K | Buy |
9,173
+652
| +8% | +$16K | 0.09% | 110 |
|
2021
Q2 | $236K | Buy |
8,521
+19
| +0.2% | +$526 | 0.1% | 108 |
|
2021
Q1 | $203K | Buy |
+8,502
| New | +$203K | 0.09% | 110 |
|