Concurrent Investment Advisors’s Timken Company TKR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,623
Closed -$754K 1010
2024
Q1
$754K Buy
8,623
+911
+12% +$79.6K 0.03% 436
2023
Q4
$618K Buy
+7,712
New +$618K 0.03% 443