Valeo Financial Advisors’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-118
| Closed | -$5K | – | 1002 |
|
|
2021
Q1 | $5K | Buy |
118
+14
| +13% | +$593 | ﹤0.01% | 1470 |
|
|
2020
Q4 | $4K | Sell |
104
-13
| -11% | -$500 | ﹤0.01% | 1386 |
|
|
2020
Q3 | $3K | Sell |
117
-21
| -15% | -$538 | ﹤0.01% | 1300 |
|
|
2020
Q2 | $3K | Sell |
138
-538
| -80% | -$11.7K | ﹤0.01% | 1588 |
|
|
2020
Q1 | $14K | Buy |
676
+65
| +11% | +$1.35K | ﹤0.01% | 939 |
|
|
2019
Q4 | $23K | Sell |
611
-120
| -16% | -$4.52K | ﹤0.01% | 877 |
|
|
2019
Q3 | $26K | Sell |
731
-300
| -29% | -$10.7K | ﹤0.01% | 769 |
|
|
2019
Q2 | $37K | Hold |
1,031
| – | – | ﹤0.01% | 681 |
|
|
2019
Q1 | $37K | Sell |
1,031
-169
| -14% | -$6.07K | ﹤0.01% | 623 |
|
|
2018
Q4 | $41K | Sell |
1,200
-266
| -18% | -$9.09K | 0.01% | 542 |
|
|
2018
Q3 | $56K | Buy |
1,466
+12
| +0.8% | +$458 | 0.01% | 523 |
|
|
2018
Q2 | $60K | Buy |
1,454
+120
| +9% | +$4.95K | 0.01% | 501 |
|
|
2018
Q1 | $57K | Buy |
1,334
+865
| +184% | +$37K | 0.01% | 465 |
|
|
2017
Q4 | $24K | Hold |
469
| – | – | ﹤0.01% | 624 |
|
|
2017
Q3 | $23K | Buy |
+469
| New | +$23K | 0.01% | 531 |
|