Cornerstone Planning Group’s NACCO Industries NC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-21	Closed	-$552	–	1343
2024 Q2	$552	Hold	21	–	–	﹤0.01%	1066
2024 Q1	$698	Buy	+21	New	+$698	﹤0.01%	857