Vontobel Swiss Wealth Advisors’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-9,745
| Closed | -$418K | – | 88 |
|
|
2018
Q1 | $418K | Buy |
9,745
+665
| +7% | +$28.5K | 0.22% | 56 |
|
|
2017
Q4 | $462K | Buy |
9,080
+1,155
| +15% | +$58.8K | 0.27% | 52 |
|
|
2017
Q3 | $382K | Buy |
7,925
+3,500
| +79% | +$169K | 0.23% | 53 |
|
|
2017
Q2 | $239K | Buy |
+4,425
| New | +$239K | 0.15% | 60 |
|
|
2016
Q3 | – | Sell |
-8,010
| Closed | -$327K | – | 76 |
|
|
2016
Q2 | $327K | Buy |
+8,010
| New | +$327K | 0.19% | 55 |
|