SVB Wealth’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,609
| Closed | -$222K | – | 486 |
|
|
2017
Q3 | $222K | Sell |
4,609
-1,567
| -25% | -$75.5K | 0.01% | 429 |
|
|
2017
Q2 | $334K | Hold |
6,176
| – | – | 0.01% | 393 |
|
|
2017
Q1 | $374K | Sell |
6,176
-400
| -6% | -$24.2K | 0.01% | 385 |
|
|
2016
Q4 | $384K | Sell |
6,576
-304
| -4% | -$17.8K | 0.02% | 380 |
|
|
2016
Q3 | $362K | Buy |
6,880
+520
| +8% | +$27.4K | 0.01% | 394 |
|
|
2016
Q2 | $288K | Buy |
6,360
+30
| +0.5% | +$1.36K | 0.01% | 432 |
|
|
2016
Q1 | $325K | Buy |
6,330
+764
| +14% | +$39.2K | 0.01% | 429 |
|
|
2015
Q4 | $253K | Buy |
5,566
+1,896
| +52% | +$86.2K | 0.01% | 478 |
|
|
2015
Q3 | $201K | Buy |
+3,670
| New | +$201K | 0.01% | 513 |
|