Aletheian Wealth Advisors’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,169
| Closed | -$455K | – | 85 |
|
2023
Q4 | $455K | Sell |
2,169
-30
| -1% | -$6.29K | 0.3% | 60 |
|
2023
Q3 | $406K | Sell |
2,199
-939
| -30% | -$173K | 0.31% | 61 |
|
2023
Q2 | $651K | Buy |
+3,138
| New | +$651K | 0.45% | 57 |
|
2023
Q1 | – | Sell |
-1,867
| Closed | -$400K | – | 68 |
|
2022
Q4 | $400K | Buy |
+1,867
| New | +$400K | 0.35% | 58 |
|