Madison Wealth Management’s Howard Hughes HHH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-28,326
| Closed | -$2.13M | – | 154 |
|
2023
Q2 | $2.13M | Buy |
28,326
+2,953
| +12% | +$222K | 0.43% | 72 |
|
2023
Q1 | $1.94M | Hold |
25,373
| – | – | 0.42% | 74 |
|
2022
Q4 | $1.85M | Buy |
25,373
+7,390
| +41% | +$538K | 0.42% | 73 |
|
2022
Q3 | $950K | Hold |
17,983
| – | – | 0.23% | 87 |
|
2022
Q2 | $1.17M | Buy |
17,983
+30
| +0.2% | +$1.95K | 0.28% | 80 |
|
2022
Q1 | $1.77M | Buy |
17,953
+15,425
| +610% | +$1.52M | 0.37% | 70 |
|
2021
Q4 | $245K | Buy |
+2,528
| New | +$245K | 0.05% | 140 |
|
2020
Q2 | – | Sell |
-19,631
| Closed | -$945K | – | 124 |
|
2020
Q1 | $945K | Sell |
19,631
-25,739
| -57% | -$1.24M | 0.38% | 56 |
|
2019
Q4 | $5.48M | Buy |
+45,370
| New | +$5.48M | 1.57% | 18 |
|