Worth Asset Management’s Hamilton Beach Brands HBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-524
| Closed | -$5.06K | – | 223 |
|
2023
Q2 | $5.06K | Buy |
524
+5
| +1% | +$48 | ﹤0.01% | 359 |
|
2023
Q1 | $5.31K | Buy |
519
+6
| +1% | +$61 | ﹤0.01% | 372 |
|
2022
Q4 | $6.36K | Buy |
513
+3
| +0.6% | +$37 | ﹤0.01% | 342 |
|
2022
Q3 | $6K | Sell |
510
-495
| -49% | -$5.82K | ﹤0.01% | 327 |
|
2022
Q2 | $12K | Buy |
1,005
+5
| +0.5% | +$60 | 0.01% | 336 |
|
2022
Q1 | $10K | Buy |
+1,000
| New | +$10K | 0.01% | 347 |
|