YHB Investment Advisors’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,055
| Closed | -$333K | – | 169 |
|
|
2014
Q4 | $333K | Hold |
5,055
| – | – | 0.08% | 134 |
|
|
2014
Q3 | $294K | Buy |
5,055
+185
| +4% | +$10.8K | 0.07% | 132 |
|
|
2014
Q2 | $340K | Sell |
4,870
-1,100
| -18% | -$76.8K | 0.08% | 129 |
|
|
2014
Q1 | $398K | Sell |
5,970
-1,000
| -14% | -$66.7K | 0.1% | 123 |
|
|
2013
Q4 | $483K | Hold |
6,970
| – | – | 0.13% | 112 |
|
|
2013
Q3 | $448K | Sell |
6,970
-650
| -9% | -$41.8K | 0.13% | 114 |
|
|
2013
Q2 | $418K | Buy |
+7,620
| New | +$418K | 0.13% | 118 |
|