Independent Solutions Wealth Management’s Harmonic Inc HLIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-21,368
Closed -$206K 183
2023
Q3
$206K Buy
21,368
+4,542
+27% +$43.7K 0.05% 190
2023
Q2
$272K Buy
16,826
+1,075
+7% +$17.4K 0.07% 181
2023
Q1
$230K Sell
15,751
-892
-5% -$13K 0.07% 191
2022
Q4
$218K Buy
+16,643
New +$218K 0.07% 204