Harbour Investments, Inc. Donoghue Forlines Tactical Hig Transaction History

Harbour Investments, Inc.

$3.14 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 15, 2023	SELL	$20.08 - $20.92 $3,413 - $3,556	-170 Reduced 37.44%	284 $5,000
Q2 2023 Aug 14, 2023	SELL	$20.41 - $21.12 $2,347 - $2,428	-115 Reduced 20.21%	454 $9,000
Q4 2022 Feb 15, 2023	SELL	$20.33 - $21.36 $589 - $619	-29 Reduced 4.85%	569 $11,000
Q2 2022 Aug 15, 2022	SELL	$21.05 - $23.21 $13,640 - $15,040	-648 Reduced 52.01%	598 $13,000
Q4 2021 Feb 16, 2022	SELL	$24.45 - $24.93 $5,941 - $6,057	-243 Reduced 16.32%	1,246 $31,000
Q3 2021 Nov 15, 2021	BUY	$24.86 - $25.3 $472 - $480	19 Added 1.29%	1,489 $37,000
Q2 2021 Aug 16, 2021	BUY	$24.93 - $25.2 $1,645 - $1,663	66 Added 4.7%	1,470 $37,000
Q1 2021 Aug 17, 2021	BUY	$24.79 - $25.4 $34,805 - $35,661	1,404 New	1,404 $35,000

Others Institutions Holding DFHY

# of Institutions

20

Shares Held

1.95M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.02M
Shares

$21.7 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

330K
Shares

$7.04 Million
0.03% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

178K
Shares

$3.8 Million
0.23% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

102K
Shares

$2.18 Million
0.01% of portfolio
Atria Wealth Solutions, Inc. New York, NY

97.8K
Shares

$2.09 Million
0.02% of portfolio

About DONOGHUE FORLINES TACTICAL HIG

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