Kays Financial Advisory’s Hormel Foods HRL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-9,098
| Closed | -$398K | – | 94 |
|
2019
Q3 | $398K | Sell |
9,098
-625
| -6% | -$27.3K | 0.07% | 83 |
|
2019
Q2 | $394K | Hold |
9,723
| – | – | 0.07% | 83 |
|
2019
Q1 | $435K | Buy |
+9,723
| New | +$435K | 0.08% | 73 |
|
2018
Q1 | – | Sell |
-12,480
| Closed | -$454K | – | 76 |
|
2017
Q4 | $454K | Sell |
12,480
-676
| -5% | -$24.6K | 0.13% | 60 |
|
2017
Q3 | $423K | Hold |
13,156
| – | – | 0.13% | 58 |
|
2017
Q2 | $449K | Hold |
13,156
| – | – | 0.15% | 56 |
|
2017
Q1 | $456K | Sell |
13,156
-2,685
| -17% | -$93.1K | 0.16% | 56 |
|
2016
Q4 | $551K | Buy |
+15,841
| New | +$551K | 0.21% | 56 |
|