Dougherty Wealth Advisers’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-615
| Closed | -$128K | – | 137 |
|
|
2021
Q4 | $128K | Hold |
615
| – | – | 0.18% | 62 |
|
|
2021
Q3 | $131K | Hold |
615
| – | – | 0.19% | 55 |
|
|
2021
Q2 | $135K | Hold |
615
| – | – | 0.2% | 57 |
|
|
2021
Q1 | $133K | Hold |
615
| – | – | 0.2% | 48 |
|
|
2020
Q4 | $131K | Hold |
615
| – | – | 0.21% | 47 |
|
|
2020
Q3 | $101K | Hold |
615
| – | – | 0.35% | 56 |
|
|
2020
Q2 | $89K | Hold |
615
| – | – | 0.33% | 63 |
|
|
2020
Q1 | $82K | Hold |
615
| – | – | 0.33% | 59 |
|
|
2019
Q4 | $109K | Hold |
615
| – | – | 0.33% | 58 |
|
|
2019
Q3 | $104K | Hold |
615
| – | – | 0.34% | 58 |
|
|
2019
Q2 | $107K | Hold |
615
| – | – | 0.3% | 67 |
|
|
2019
Q1 | $98K | Hold |
615
| – | – | 0.33% | 59 |
|
|
2018
Q4 | $91K | Buy |
+615
| New | +$91K | 0.3% | 63 |
|