Independent Advisor Alliance’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-4,393
| Closed | -$201K | – | 422 |
|
2018
Q3 | $201K | Sell |
4,393
-1,242
| -22% | -$56.8K | 0.04% | 332 |
|
2018
Q2 | $237K | Sell |
5,635
-200
| -3% | -$8.41K | 0.05% | 278 |
|
2018
Q1 | $245K | Sell |
5,835
-537
| -8% | -$22.5K | 0.05% | 281 |
|
2017
Q4 | $328K | Sell |
6,372
-1,658
| -21% | -$85.3K | 0.07% | 231 |
|
2017
Q3 | $368K | Buy |
+8,030
| New | +$368K | 0.1% | 178 |
|
2017
Q2 | – | Sell |
-3,336
| Closed | -$200K | – | 298 |
|
2017
Q1 | $200K | Buy |
+3,336
| New | +$200K | 0.03% | 382 |
|