Caerus Investment Advisors’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,530
| Closed | -$484K | – | 41 |
|
2023
Q1 | $484K | Hold |
2,530
| – | – | 0.56% | 27 |
|
2022
Q4 | $542K | Hold |
2,530
| – | – | 0.82% | 18 |
|
2022
Q3 | $422K | Hold |
2,530
| – | – | 0.53% | 27 |
|
2022
Q2 | $440K | Hold |
2,530
| – | – | 0.53% | 29 |
|
2022
Q1 | $491K | Buy |
2,530
+12
| +0.5% | +$2.33K | 0.59% | 27 |
|
2021
Q4 | $525K | Buy |
+2,518
| New | +$525K | 0.57% | 27 |
|