Steward Partners Investment Advisory’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
Q3 | – | Sell |
-8,631
| Closed | -$104K | – | 3795 |
|
|
2024
Q2 | $104K | Buy |
8,631
+276
| +3% | +$3.32K | ﹤0.01% | 1758 |
|
|
2024
Q1 | $95K | Buy |
8,355
+213
| +3% | +$2.42K | ﹤0.01% | 1800 |
|
|
2023
Q4 | $107K | Buy |
8,142
+240
| +3% | +$3.16K | ﹤0.01% | 1664 |
|
|
2023
Q3 | $93.9K | Buy |
+7,902
| New | +$93.9K | ﹤0.01% | 1599 |
|
|
2021
Q2 | – | Sell |
-387
| Closed | -$5.57K | – | 7224 |
|
|
2021
Q1 | $5.57K | Buy |
+387
| New | +$5.57K | ﹤0.01% | 2986 |
|
|
2018
Q3 | – | Sell |
-13
| Closed | – | – | 2635 |
|
|
2018
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 2491 |
|