Waverly Advisors’s Hormel Foods HRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-24,237
| Closed | -$955K | – | 159 |
|
|
2018
Q3 | $955K | Hold |
24,237
| – | – | 0.14% | 84 |
|
|
2018
Q2 | $902K | Hold |
24,237
| – | – | 0.14% | 85 |
|
|
2018
Q1 | $832K | Sell |
24,237
-184
| -0.8% | -$6.32K | 0.13% | 91 |
|
|
2017
Q4 | $889K | Buy |
24,421
+130
| +0.5% | +$4.73K | 0.13% | 103 |
|
|
2017
Q3 | $781K | Hold |
24,291
| – | – | 0.17% | 106 |
|
|
2017
Q2 | $829K | Sell |
24,291
-26
| -0.1% | -$887 | 0.21% | 87 |
|
|
2017
Q1 | $842K | Buy |
+24,317
| New | +$842K | 0.22% | 81 |
|