Pinnacle Wealth Planning Services’s Holley HLLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38,456
| Closed | -$113K | – | 465 |
|
|
2024
Q3 | $113K | Hold |
38,456
| – | – | 0.02% | 500 |
|
|
2024
Q2 | $138K | Hold |
38,456
| – | – | 0.02% | 452 |
|
|
2024
Q1 | $172K | Hold |
38,456
| – | – | 0.03% | 444 |
|
|
2023
Q4 | $187K | Hold |
38,456
| – | – | 0.03% | 420 |
|
|
2023
Q3 | $192K | Hold |
38,456
| – | – | 0.03% | 374 |
|
|
2023
Q2 | $157K | Hold |
38,456
| – | – | 0.03% | 399 |
|
|
2023
Q1 | $105K | Sell |
38,456
-9,564
| -20% | -$26.2K | 0.02% | 434 |
|
|
2022
Q4 | $102K | Buy |
+48,020
| New | +$102K | 0.02% | 399 |
|