Meristem Family Wealth’s Harvard Bioscience HBIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,444
| Closed | -$71K | – | 137 |
|
|
2018
Q3 | $71K | Hold |
13,444
| – | – | 0.02% | 137 |
|
|
2018
Q2 | $72K | Hold |
13,444
| – | – | 0.03% | 140 |
|
|
2018
Q1 | $67K | Hold |
13,444
| – | – | 0.02% | 131 |
|
|
2017
Q4 | $44K | Buy |
13,444
+1,076
| +9% | +$3.52K | 0.02% | 123 |
|
|
2017
Q3 | $46K | Hold |
12,368
| – | – | 0.02% | 112 |
|
|
2017
Q2 | $32K | Hold |
12,368
| – | – | 0.01% | 104 |
|
|
2017
Q1 | $32K | Hold |
12,368
| – | – | 0.01% | 105 |
|
|
2016
Q4 | $38K | Hold |
12,368
| – | – | 0.02% | 107 |
|
|
2016
Q3 | $34K | Hold |
12,368
| – | – | 0.01% | 115 |
|
|
2016
Q2 | $35K | Buy |
+12,368
| New | +$35K | 0.02% | 105 |
|