Total Clarity Wealth Management’s Harbor Custom Development, Inc. 8.0% Series A Cumulative Convertible Preferred Stock, no par value HCDIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,500
Closed -$36K 1028
2022
Q2
$36K Buy
+2,500
New +$38.2K 0.02% 461
2022
Q1
Sell
-400
Closed -$6K 967
2021
Q4
$6K Buy
+400
New +$6.2K ﹤0.01% 797

Other funds holding HCDIP

Total Clarity Wealth Management's HCDIP Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Harbor Custom Development, Inc. 8.0% Series A Cumulative Convertible Preferred Stock, no par value (HCDIP) in Q3 2022, closing a stake of 2,500 shares — an estimated $36K sold.

Total Clarity Wealth Management first reported a position in HCDIP in Q4 2021 and held it in 2 quarters. The position peaked at $36K in Q2 2022. 10 funds tracked by Wall St. Rank hold HCDIP as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Harbor Custom Development, Inc. 8.0% Series A Cumulative Convertible Preferred Stock, no par value position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 2,500 Harbor Custom Development, Inc. 8.0% Series A Cumulative Convertible Preferred Stock, no par value shares in Q3 2022, an estimated $36K.
  • Total Clarity Wealth Management first reported a position in Harbor Custom Development, Inc. 8.0% Series A Cumulative Convertible Preferred Stock, no par value in Q4 2021 and held it in 2 quarters.
  • Total Clarity Wealth Management's Harbor Custom Development, Inc. 8.0% Series A Cumulative Convertible Preferred Stock, no par value position peaked at $36K in Q2 2022.
  • 10 funds tracked by Wall St. Rank held Harbor Custom Development, Inc. 8.0% Series A Cumulative Convertible Preferred Stock, no par value as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.