Cassady Schiller Wealth Management’s Park-Ohio Holdings PKOH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $171K | Hold |
6,500
| – | – | 0.06% | 127 |
|
2024
Q3 | $200K | Hold |
6,500
| – | – | 0.07% | 118 |
|
2024
Q2 | $168K | Hold |
6,500
| – | – | 0.07% | 124 |
|
2024
Q1 | $173K | Hold |
6,500
| – | – | 0.08% | 125 |
|
2023
Q4 | $175K | Hold |
6,500
| – | – | 0.09% | 119 |
|
2023
Q3 | $129K | Hold |
6,500
| – | – | 0.07% | 132 |
|
2023
Q2 | $124K | Hold |
6,500
| – | – | 0.07% | 133 |
|
2023
Q1 | $78.5K | Hold |
6,500
| – | – | 0.04% | 158 |
|
2022
Q4 | $79.5K | Buy |
+6,500
| New | +$79.5K | 0.05% | 152 |
|
2022
Q1 | – | Sell |
-3,000
| Closed | -$64K | – | 465 |
|
2021
Q4 | $64K | Buy |
+3,000
| New | +$64K | 0.04% | 179 |
|