Concert Wealth Management’s Timken Company TKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,160
| Closed | -$227K | – | 732 |
|
|
2015
Q2 | $227K | Buy |
6,160
+121
| +2% | +$4.46K | 0.03% | 593 |
|
|
2015
Q1 | $224K | Buy |
6,039
+108
| +2% | +$4.01K | 0.06% | 368 |
|
|
2014
Q4 | $254K | Buy |
5,931
+650
| +12% | +$27.8K | 0.04% | 512 |
|
|
2014
Q3 | $223K | Sell |
5,281
-2,014
| -28% | -$85K | 0.03% | 471 |
|
|
2014
Q2 | $335K | Sell |
7,295
-74
| -1% | -$3.4K | 0.04% | 388 |
|
|
2014
Q1 | $310K | Buy |
7,369
+1,437
| +24% | +$60.5K | 0.04% | 401 |
|
|
2013
Q4 | $236K | Buy |
5,932
+1,217
| +26% | +$48.4K | 0.03% | 449 |
|
|
2013
Q3 | $202K | Sell |
4,715
-3,167
| -40% | -$136K | 0.03% | 484 |
|
|
2013
Q2 | $319K | Buy |
+7,882
| New | +$319K | 0.05% | 327 |
|