Mosaic Family Wealth’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-200
| Closed | -$7K | – | 360 |
|
|
2019
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 531 |
|
|
2018
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 523 |
|
|
2018
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 519 |
|
|
2018
Q2 | $8K | Sell |
200
-209
| -51% | -$8.36K | ﹤0.01% | 555 |
|
|
2018
Q1 | $18K | Buy |
409
+1
| +0.2% | +$44 | 0.01% | 446 |
|
|
2017
Q4 | $21K | Buy |
408
+1
| +0.2% | +$51 | 0.01% | 439 |
|
|
2017
Q3 | $20K | Buy |
407
+1
| +0.2% | +$49 | 0.01% | 461 |
|
|
2017
Q2 | $22K | Buy |
406
+1
| +0.2% | +$54 | 0.01% | 414 |
|
|
2017
Q1 | $25K | Hold |
405
| – | – | 0.01% | 405 |
|
|
2016
Q4 | $24K | Buy |
405
+1
| +0.2% | +$59 | 0.01% | 413 |
|
|
2016
Q3 | $21K | Hold |
404
| – | – | 0.01% | 436 |
|
|
2016
Q2 | $19K | Buy |
404
+2
| +0.5% | +$94 | 0.01% | 452 |
|
|
2016
Q1 | $20K | Buy |
402
+1
| +0.2% | +$50 | 0.01% | 433 |
|
|
2015
Q4 | $18K | Buy |
+401
| New | +$18K | 0.01% | 459 |
|