AE Wealth Management’s Timken Company TKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,066
| Closed | -$413K | – | 1901 |
|
|
2023
Q4 | $413K | Buy |
5,066
+1,126
| +29% | +$91.7K | ﹤0.01% | 1549 |
|
|
2023
Q3 | $290K | Buy |
+3,940
| New | +$290K | ﹤0.01% | 1624 |
|
|
2023
Q2 | – | Sell |
-4,163
| Closed | -$340K | – | 2039 |
|
|
2023
Q1 | $340K | Buy |
+4,163
| New | +$340K | ﹤0.01% | 1486 |
|