SWA
SOA Wealth Advisors’s Harley-Davidson HOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-50
| Closed | -$2.19K | – | 884 |
|
|
2024
Q1 | $2.19K | Hold |
50
| – | – | ﹤0.01% | 701 |
|
|
2023
Q4 | $1.84K | Hold |
50
| – | – | ﹤0.01% | 707 |
|
|
2023
Q3 | $1.65K | Hold |
50
| – | – | ﹤0.01% | 732 |
|
|
2023
Q2 | $1.76K | Sell |
50
-3
| -6% | -$106 | ﹤0.01% | 737 |
|
|
2023
Q1 | $2.01K | Hold |
53
| – | – | ﹤0.01% | 728 |
|
|
2022
Q4 | $2.21K | Hold |
53
| – | – | ﹤0.01% | 726 |
|
|
2022
Q3 | $1K | Hold |
53
| – | – | ﹤0.01% | 770 |
|
|
2022
Q2 | $1K | Hold |
53
| – | – | ﹤0.01% | 756 |
|
|
2022
Q1 | $2K | Hold |
53
| – | – | ﹤0.01% | 799 |
|
|
2021
Q4 | $1K | Hold |
53
| – | – | ﹤0.01% | 822 |
|
|
2021
Q3 | $1K | Hold |
53
| – | – | ﹤0.01% | 839 |
|
|
2021
Q2 | $2K | Sell |
53
-155
| -75% | -$5.85K | ﹤0.01% | 770 |
|
|
2021
Q1 | $8K | Buy |
208
+1
| +0.5% | +$38 | ﹤0.01% | 547 |
|
|
2020
Q4 | $7K | Buy |
+207
| New | +$7K | ﹤0.01% | 564 |
|