Concord Wealth Partners’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 | $2.22K | Hold |
50
| – | – | ﹤0.01% | 712 |
|
|
2025
Q1 | $1.69K | Hold |
50
| – | – | ﹤0.01% | 691 |
|
|
2024
Q4 | $1.49K | Hold |
50
| – | – | ﹤0.01% | 740 |
|
|
2024
Q3 | $1.42K | Hold |
50
| – | – | ﹤0.01% | 788 |
|
|
2024
Q2 | $1.38K | Hold |
50
| – | – | ﹤0.01% | 699 |
|
|
2024
Q1 | $1.51K | Hold |
50
| – | – | ﹤0.01% | 772 |
|
|
2023
Q4 | $1.83K | Hold |
50
| – | – | ﹤0.01% | 720 |
|
|
2023
Q3 | $1.75K | Hold |
50
| – | – | ﹤0.01% | 886 |
|
|
2023
Q2 | $1.73K | Hold |
50
| – | – | ﹤0.01% | 891 |
|
|
2023
Q1 | $1.8K | Hold |
50
| – | – | ﹤0.01% | 829 |
|
|
2022
Q4 | $1.9K | Buy |
+50
| New | +$1.9K | ﹤0.01% | 947 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$2K | – | 765 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1038 |
|
|
2022
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1113 |
|
|
2021
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 1140 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 852 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 989 |
|
|
2021
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 931 |
|
|
2020
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 639 |
|