WEPOG
Wealth Enhancement & Preservation of GA’s Hormel Foods HRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,775
| Closed | -$629K | – | 50 |
|
|
2023
Q1 | $629K | Buy |
15,775
+2,497
| +19% | +$99.6K | 0.75% | 33 |
|
|
2022
Q4 | $605K | Buy |
13,278
+3,874
| +41% | +$176K | 0.99% | 30 |
|
|
2022
Q3 | $427K | Sell |
9,404
-14,134
| -60% | -$642K | 0.69% | 32 |
|
|
2022
Q2 | $1.12M | Sell |
23,538
-3,529
| -13% | -$168K | 1.18% | 27 |
|
|
2022
Q1 | $1.4M | Buy |
27,067
+1,078
| +4% | +$55.6K | 1.08% | 29 |
|
|
2021
Q4 | $1.27M | Buy |
25,989
+1,043
| +4% | +$50.9K | 0.86% | 31 |
|
|
2021
Q3 | $1.02M | Buy |
24,946
+3,249
| +15% | +$133K | 0.79% | 37 |
|
|
2021
Q2 | $1.04M | Buy |
21,697
+1,139
| +6% | +$54.4K | 0.76% | 38 |
|
|
2021
Q1 | $959K | Buy |
20,558
+93
| +0.5% | +$4.34K | 0.74% | 39 |
|
|
2020
Q4 | $954K | Buy |
+20,465
| New | +$954K | 0.82% | 35 |
|