Parisi Gray Wealth Management’s Horizon Technology Finance HRZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,000
| Closed | -$132K | – | 107 |
|
|
2023
Q4 | $132K | Sell |
10,000
-12,000
| -55% | -$158K | 0.05% | 100 |
|
|
2023
Q3 | $261K | Hold |
22,000
| – | – | 0.12% | 88 |
|
|
2023
Q2 | $248K | Buy |
+22,000
| New | +$248K | 0.11% | 91 |
|
|
2023
Q1 | – | Sell |
-22,000
| Closed | -$255K | – | 96 |
|
|
2022
Q4 | $255K | Buy |
+22,000
| New | +$255K | 0.13% | 87 |
|
|
2022
Q3 | – | Sell |
-22,000
| Closed | -$254K | – | 91 |
|
|
2022
Q2 | $254K | Hold |
22,000
| – | – | 0.13% | 89 |
|
|
2022
Q1 | $306K | Hold |
22,000
| – | – | 0.12% | 96 |
|
|
2021
Q4 | $350K | Hold |
22,000
| – | – | 0.13% | 95 |
|
|
2021
Q3 | $359K | Hold |
22,000
| – | – | 0.15% | 97 |
|
|
2021
Q2 | $380K | Hold |
22,000
| – | – | 0.14% | 99 |
|
|
2021
Q1 | $316K | Hold |
22,000
| – | – | 0.13% | 101 |
|
|
2020
Q4 | $291K | Buy |
22,000
+11,400
| +108% | +$151K | 0.13% | 104 |
|
|
2020
Q3 | $130K | Hold |
10,600
| – | – | 0.07% | 109 |
|
|
2020
Q2 | $116K | Hold |
10,600
| – | – | 0.07% | 106 |
|
|
2020
Q1 | $86K | Buy |
+10,600
| New | +$86K | 0.06% | 100 |
|