Optimum Investment Advisors’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,800
| Closed | -$47K | – | 998 |
|
|
2019
Q2 | $47K | Hold |
1,800
| – | – | 0.02% | 515 |
|
|
2019
Q1 | $49K | Sell |
1,800
-500
| -22% | -$13.6K | 0.02% | 507 |
|
|
2018
Q4 | $61K | Sell |
2,300
-700
| -23% | -$18.6K | 0.02% | 435 |
|
|
2018
Q3 | $90K | Hold |
3,000
| – | – | 0.02% | 417 |
|
|
2018
Q2 | $88K | Sell |
3,000
-500
| -14% | -$14.7K | 0.03% | 416 |
|
|
2018
Q1 | $122K | Buy |
+3,500
| New | +$122K | 0.04% | 367 |
|
|
2015
Q1 | $144K | Sell |
4,400
-625
| -12% | -$20.5K | 0.05% | 331 |
|
|
2014
Q4 | $149K | Hold |
5,025
| – | – | 0.05% | 310 |
|
|
2014
Q3 | $171K | Hold |
5,025
| – | – | 0.06% | 283 |
|
|
2014
Q2 | $175K | Buy |
5,025
+125
| +3% | +$4.35K | 0.06% | 278 |
|
|
2014
Q1 | $173K | Sell |
4,900
-500
| -9% | -$17.7K | 0.07% | 240 |
|
|
2013
Q4 | $223K | Buy |
5,400
+5,100
| +1,700% | +$211K | 0.08% | 200 |
|
|
2013
Q3 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 572 |
|