Compass Financial 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 |
-1,716
| Closed | -$328K | – | 39 |
|
|
2023
Q1 | $328K | Hold |
1,716
| – | – | 0.42% | 86 |
|
|
2022
Q4 | $368K | Hold |
1,716
| – | – | 0.5% | 69 |
|
|
2022
Q3 | $286K | Hold |
1,716
| – | – | 0.42% | 82 |
|
|
2022
Q2 | $298K | Hold |
1,716
| – | – | 0.41% | 85 |
|
|
2022
Q1 | $334K | Buy |
1,716
+109
| +7% | +$21.2K | 0.37% | 95 |
|
|
2021
Q4 | $335K | Buy |
+1,607
| New | +$335K | 0.37% | 89 |
|