Omnia Family Wealth’s Hormel Foods HRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,100
| Closed | -$94K | – | 289 |
|
|
2019
Q1 | $94K | Sell |
2,100
-116
| -5% | -$5.19K | 0.05% | 131 |
|
|
2018
Q4 | $95K | Hold |
2,216
| – | – | 0.05% | 124 |
|
|
2018
Q3 | $87K | Buy |
2,216
+1,286
| +138% | +$50.5K | 0.04% | 125 |
|
|
2018
Q2 | $35K | Buy |
+930
| New | +$35K | 0.02% | 172 |
|
|
2017
Q4 | – | Sell |
-86
| Closed | -$3K | – | 619 |
|
|
2017
Q3 | $3K | Hold |
86
| – | – | ﹤0.01% | 386 |
|
|
2017
Q2 | $3K | Hold |
86
| – | – | ﹤0.01% | 511 |
|
|
2017
Q1 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 508 |
|