Journey Strategic Wealth’s H.B. Fuller FUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,747
| Closed | -$218K | – | 525 |
|
|
2024
Q3 | $218K | Buy |
2,747
+14
| +0.5% | +$1.11K | 0.01% | 447 |
|
|
2024
Q2 | $210K | Buy |
2,733
+83
| +3% | +$6.39K | 0.01% | 353 |
|
|
2024
Q1 | $211K | Hold |
2,650
| – | – | 0.01% | 277 |
|
|
2023
Q4 | $216K | Buy |
+2,650
| New | +$216K | 0.01% | 187 |
|
|
2023
Q2 | – | Sell |
-2,948
| Closed | -$202K | – | 229 |
|
|
2023
Q1 | $202K | Buy |
2,948
+12
| +0.4% | +$821 | 0.02% | 226 |
|
|
2022
Q4 | $210K | Buy |
+2,936
| New | +$210K | 0.02% | 208 |
|