IWA
IVC Wealth Advisors’s Hormel Foods HRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,608
| Closed | -$255K | – | 147 |
|
|
2022
Q4 | $255K | Sell |
5,608
-200
| -3% | -$9.11K | 0.19% | 123 |
|
|
2022
Q3 | $264K | Sell |
5,808
-400
| -6% | -$18.2K | 0.21% | 113 |
|
|
2022
Q2 | $294K | Hold |
6,208
| – | – | 0.23% | 108 |
|
|
2022
Q1 | $320K | Sell |
6,208
-32
| -0.5% | -$1.65K | 0.21% | 109 |
|
|
2021
Q4 | $305K | Sell |
6,240
-1,925
| -24% | -$94.1K | 0.2% | 107 |
|
|
2021
Q3 | $335K | Buy |
8,165
+75
| +0.9% | +$3.08K | 0.23% | 101 |
|
|
2021
Q2 | $386K | Sell |
8,090
-1,175
| -13% | -$56.1K | 0.27% | 93 |
|
|
2021
Q1 | $443K | Sell |
9,265
-246
| -3% | -$11.8K | 0.35% | 77 |
|
|
2020
Q4 | $443K | Buy |
+9,511
| New | +$443K | 0.42% | 65 |
|