Wealthspire Advisors (Maryland)’s Hormel Foods HRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-871
| Closed | -$39K | – | 1158 |
|
|
2019
Q1 | $39K | Buy |
871
+4
| +0.5% | +$179 | ﹤0.01% | 984 |
|
|
2018
Q4 | $37K | Buy |
867
+23
| +3% | +$982 | ﹤0.01% | 976 |
|
|
2018
Q3 | $33K | Buy |
844
+4
| +0.5% | +$156 | ﹤0.01% | 1105 |
|
|
2018
Q2 | $31K | Buy |
840
+135
| +19% | +$4.98K | ﹤0.01% | 1138 |
|
|
2018
Q1 | $24K | Sell |
705
-24
| -3% | -$817 | ﹤0.01% | 1239 |
|
|
2017
Q4 | $27K | Buy |
729
+345
| +90% | +$12.8K | ﹤0.01% | 1232 |
|
|
2017
Q3 | $12K | Sell |
384
-4,382
| -92% | -$137K | ﹤0.01% | 1501 |
|
|
2017
Q2 | $163K | Buy |
4,766
+19
| +0.4% | +$650 | 0.02% | 523 |
|
|
2017
Q1 | $164K | Sell |
4,747
-482
| -9% | -$16.7K | 0.02% | 457 |
|
|
2016
Q4 | $182K | Buy |
5,229
+89
| +2% | +$3.1K | 0.03% | 401 |
|
|
2016
Q3 | $195K | Sell |
5,140
-40
| -0.8% | -$1.52K | 0.03% | 392 |
|
|
2016
Q2 | $190K | Buy |
5,180
+4,400
| +564% | +$161K | 0.03% | 376 |
|
|
2016
Q1 | $34K | Buy |
780
+388
| +99% | +$16.9K | 0.01% | 798 |
|
|
2015
Q4 | $15K | Buy |
+392
| New | +$15K | ﹤0.01% | 1069 |
|