Integrated Wealth Management’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-554
| Closed | -$29K | – | 570 |
|
|
2016
Q3 | $29K | Buy |
554
+51
| +10% | +$2.67K | 0.01% | 521 |
|
|
2016
Q2 | $23K | Buy |
503
+203
| +68% | +$9.28K | 0.01% | 562 |
|
|
2016
Q1 | $15K | Buy |
300
+264
| +733% | +$13.2K | 0.01% | 608 |
|
|
2015
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 1091 |
|
|
2015
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 1106 |
|
|
2015
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 1140 |
|
|
2015
Q1 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1094 |
|