Sheets Smith Wealth Management’s Hurco Companies Inc HURC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,371
| Closed | -$399K | – | 387 |
|
|
2021
Q3 | $399K | Hold |
12,371
| – | – | 0.05% | 251 |
|
|
2021
Q2 | $433K | Hold |
12,371
| – | – | 0.06% | 245 |
|
|
2021
Q1 | $437K | Buy |
12,371
+3,085
| +33% | +$109K | 0.06% | 224 |
|
|
2020
Q4 | $279K | Buy |
9,286
+270
| +3% | +$8.11K | 0.04% | 286 |
|
|
2020
Q3 | $256K | Hold |
9,016
| – | – | 0.04% | 254 |
|
|
2020
Q2 | $252K | Sell |
9,016
-1,800
| -17% | -$50.3K | 0.05% | 215 |
|
|
2020
Q1 | $315K | Buy |
10,816
+552
| +5% | +$16.1K | 0.07% | 202 |
|
|
2019
Q4 | $394K | Buy |
+10,264
| New | +$394K | 0.08% | 234 |
|
|
2019
Q2 | – | Sell |
-5,436
| Closed | -$219K | – | 322 |
|
|
2019
Q1 | $219K | Buy |
+5,436
| New | +$219K | 0.05% | 295 |
|
|
2018
Q4 | – | Sell |
-5,647
| Closed | -$255K | – | 297 |
|
|
2018
Q3 | $255K | Buy |
+5,647
| New | +$255K | 0.05% | 303 |
|