CAPTRUST Financial Advisors’s NACCO Industries NC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-184
| Closed | -$7K | – | 3306 |
|
|
2022
Q2 | $7K | Hold |
184
| – | – | ﹤0.01% | 3936 |
|
|
2022
Q1 | $7K | Hold |
184
| – | – | ﹤0.01% | 3980 |
|
|
2021
Q4 | $7K | Hold |
184
| – | – | ﹤0.01% | 3912 |
|
|
2021
Q3 | $5K | Buy |
184
+7
| +4% | +$190 | ﹤0.01% | 3948 |
|
|
2021
Q2 | $5K | Sell |
177
-7
| -4% | -$198 | ﹤0.01% | 3868 |
|
|
2021
Q1 | $5K | Buy |
+184
| New | +$5K | ﹤0.01% | 3740 |
|