Clearstead Advisors’s NACCO Industries NC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.9K | Hold |
922
| – | – | ﹤0.01% | 1344 |
|
|
2025
Q1 | $31.1K | Hold |
922
| – | – | ﹤0.01% | 1287 |
|
|
2024
Q4 | $27.5K | Hold |
922
| – | – | ﹤0.01% | 1294 |
|
|
2024
Q3 | $26.1K | Hold |
922
| – | – | ﹤0.01% | 1352 |
|
|
2024
Q2 | $25.5K | Hold |
922
| – | – | ﹤0.01% | 1311 |
|
|
2024
Q1 | $28.9K | Hold |
922
| – | – | ﹤0.01% | 876 |
|
|
2023
Q4 | $33.7K | Sell |
922
-922
| -50% | -$33.7K | ﹤0.01% | 837 |
|
|
2023
Q3 | $64.7K | Buy |
1,844
+922
| +100% | +$32.3K | ﹤0.01% | 838 |
|
|
2023
Q2 | $32K | Hold |
922
| – | – | ﹤0.01% | 820 |
|
|
2023
Q1 | $33.3K | Buy |
922
+722
| +361% | +$26K | ﹤0.01% | 749 |
|
|
2022
Q4 | $7.6K | Sell |
200
-41
| -17% | -$1.56K | ﹤0.01% | 938 |
|
|
2022
Q3 | $11K | Hold |
241
| – | – | ﹤0.01% | 872 |
|
|
2022
Q2 | $9K | Hold |
241
| – | – | ﹤0.01% | 932 |
|
|
2022
Q1 | $9K | Buy |
241
+41
| +21% | +$1.53K | ﹤0.01% | 996 |
|
|
2021
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 956 |
|
|
2021
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 1006 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 886 |
|
|
2021
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 870 |
|
|
2020
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 803 |
|
|
2020
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 762 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 672 |
|
|
2020
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 625 |
|