Bernardo Wealth Planning’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,515
| Closed | -$747K | – | 104 |
|
|
2020
Q4 | $747K | Sell |
3,515
-34
| -1% | -$7.23K | 0.29% | 71 |
|
|
2020
Q3 | $584K | Buy |
3,549
+1,134
| +47% | +$187K | 0.26% | 76 |
|
|
2020
Q2 | $349K | Sell |
2,415
-25
| -1% | -$3.61K | 0.19% | 101 |
|
|
2020
Q1 | $326K | Buy |
2,440
+11
| +0.5% | +$1.47K | 0.23% | 103 |
|
|
2019
Q4 | $429K | Sell |
2,429
-40
| -2% | -$7.07K | 0.26% | 92 |
|
|
2019
Q3 | $417K | Buy |
2,469
+90
| +4% | +$15.2K | 0.3% | 87 |
|
|
2019
Q2 | $415K | Sell |
2,379
-10
| -0.4% | -$1.74K | 0.33% | 83 |
|
|
2019
Q1 | $380K | Buy |
+2,389
| New | +$380K | 0.3% | 90 |
|