Mark Sheptoff Financial Planning’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5
| Closed | – | – | 402 |
|
|
2021
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 421 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$14K | – | 342 |
|
|
2018
Q3 | $14K | Hold |
300
| – | – | 0.01% | 266 |
|
|
2018
Q2 | $13K | Hold |
300
| – | – | 0.01% | 257 |
|
|
2018
Q1 | $13K | Hold |
300
| – | – | 0.01% | 263 |
|
|
2017
Q4 | $15K | Hold |
300
| – | – | 0.01% | 256 |
|
|
2017
Q3 | $14K | Hold |
300
| – | – | 0.01% | 262 |
|
|
2017
Q2 | $16K | Sell |
300
-1
| -0.3% | -$53 | 0.01% | 243 |
|
|
2017
Q1 | $18K | Buy |
301
+1
| +0.3% | +$60 | 0.01% | 236 |
|
|
2016
Q4 | $18K | Hold |
300
| – | – | 0.01% | 222 |
|
|
2016
Q3 | $16K | Hold |
300
| – | – | 0.01% | 236 |
|
|
2016
Q2 | $14K | Hold |
300
| – | – | 0.01% | 233 |
|
|
2016
Q1 | $15K | Buy |
+300
| New | +$15K | 0.01% | 228 |
|
|
2015
Q4 | – | Sell |
-88
| Closed | -$5K | – | 400 |
|
|
2015
Q3 | $5K | Buy |
88
+82
| +1,367% | +$4.66K | ﹤0.01% | 285 |
|
|
2015
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 392 |
|