Mount Yale Investment Advisors’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 |
-5,013
| Closed | -$230K | – | 471 |
|
|
2021
Q2 | $230K | Sell |
5,013
-324
| -6% | -$14.9K | 0.03% | 381 |
|
|
2021
Q1 | $214K | Sell |
5,337
-1,189
| -18% | -$47.7K | 0.03% | 387 |
|
|
2020
Q4 | $240K | Buy |
+6,526
| New | +$240K | 0.03% | 345 |
|
|
2018
Q3 | – | Sell |
-1,515
| Closed | -$64K | – | 962 |
|
|
2018
Q2 | $64K | Hold |
1,515
| – | – | 0.01% | 584 |
|
|
2018
Q1 | $65K | Buy |
+1,515
| New | +$65K | 0.01% | 567 |
|