Shelton Capital Management’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,466
| Closed | -$239K | – | 731 |
|
|
2024
Q1 | $239K | Hold |
5,466
| – | – | 0.01% | 624 |
|
|
2023
Q4 | $201K | Sell |
5,466
-1,092
| -17% | -$40.2K | 0.01% | 684 |
|
|
2023
Q3 | $217K | Hold |
6,558
| – | – | 0.01% | 615 |
|
|
2023
Q2 | $231K | Sell |
6,558
-323
| -5% | -$11.4K | 0.01% | 623 |
|
|
2023
Q1 | $261K | Hold |
6,881
| – | – | 0.01% | 539 |
|
|
2022
Q4 | $286K | Sell |
6,881
-853
| -11% | -$35.5K | 0.03% | 455 |
|
|
2022
Q3 | $270K | Sell |
7,734
-407
| -5% | -$14.2K | 0.01% | 485 |
|
|
2022
Q2 | $258K | Hold |
8,141
| – | – | 0.01% | 542 |
|
|
2022
Q1 | $321K | Hold |
8,141
| – | – | 0.01% | 506 |
|
|
2021
Q4 | $307K | Hold |
8,141
| – | – | 0.01% | 543 |
|
|
2021
Q3 | $298K | Hold |
8,141
| – | – | 0.01% | 553 |
|
|
2021
Q2 | $373K | Buy |
8,141
+359
| +5% | +$16.4K | 0.01% | 469 |
|
|
2021
Q1 | $312K | Hold |
7,782
| – | – | 0.01% | 537 |
|
|
2020
Q4 | $286K | Buy |
+7,782
| New | +$286K | 0.01% | 506 |
|