J.P. Morgan Private Wealth Advisors’s Harley-Davidson HOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-6,700
| Closed | -$254K | – | 1657 |
|
2023
Q1 | $254K | Buy |
6,700
+130
| +2% | +$4.94K | ﹤0.01% | 1742 |
|
2022
Q4 | $273K | Buy |
6,570
+99
| +2% | +$4.12K | ﹤0.01% | 1690 |
|
2022
Q3 | $226K | Buy |
6,471
+51
| +0.8% | +$1.78K | ﹤0.01% | 1763 |
|
2022
Q2 | $203K | Sell |
6,420
-134
| -2% | -$4.24K | ﹤0.01% | 1820 |
|
2022
Q1 | $258K | Sell |
6,554
-103
| -2% | -$4.06K | ﹤0.01% | 1813 |
|
2021
Q4 | $251K | Buy |
6,657
+16
| +0.2% | +$603 | ﹤0.01% | 1823 |
|
2021
Q3 | $243K | Sell |
6,641
-98,492
| -94% | -$3.6M | ﹤0.01% | 1777 |
|
2021
Q2 | $4.82M | Buy |
+105,133
| New | +$4.82M | 0.01% | 605 |
|
2021
Q1 | – | Sell |
-11,955
| Closed | -$439K | – | 1771 |
|
2020
Q4 | $439K | Sell |
11,955
-528
| -4% | -$19.4K | ﹤0.01% | 1337 |
|
2020
Q3 | $306K | Buy |
12,483
+970
| +8% | +$23.8K | ﹤0.01% | 1356 |
|
2020
Q2 | $274K | Buy |
+11,513
| New | +$274K | ﹤0.01% | 1348 |
|
2016
Q4 | – | Sell |
-4,411
| Closed | -$231K | – | 1268 |
|
2016
Q3 | $231K | Buy |
+4,411
| New | +$231K | ﹤0.01% | 1091 |
|
2016
Q2 | – | Sell |
-4,046
| Closed | -$208K | – | 1283 |
|
2016
Q1 | $208K | Buy |
+4,046
| New | +$208K | ﹤0.01% | 1066 |
|
2015
Q3 | – | Sell |
-4,129
| Closed | -$233K | – | 1090 |
|
2015
Q2 | $233K | Sell |
4,129
-691
| -14% | -$39K | ﹤0.01% | 932 |
|
2015
Q1 | $293K | Buy |
+4,820
| New | +$293K | ﹤0.01% | 898 |
|
2014
Q4 | – | Sell |
-6,489
| Closed | -$378K | – | 1111 |
|
2014
Q3 | $378K | Buy |
+6,489
| New | +$378K | ﹤0.01% | 776 |
|