Ellevest Inc’s NACCO Industries NC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,344
| Closed | -$84.5K | – | 1175 |
|
|
2023
Q1 | $84.5K | Sell |
2,344
-80
| -3% | -$2.89K | 0.01% | 489 |
|
|
2022
Q4 | $92.1K | Buy |
2,424
+331
| +16% | +$12.6K | 0.01% | 459 |
|
|
2022
Q3 | $98K | Buy |
2,093
+2,071
| +9,414% | +$97K | 0.01% | 419 |
|
|
2022
Q2 | $1K | Sell |
22
-34
| -61% | -$1.55K | ﹤0.01% | 1290 |
|
|
2022
Q1 | $2K | Sell |
56
-28
| -33% | -$1K | ﹤0.01% | 1205 |
|
|
2021
Q4 | $3K | Sell |
84
-7
| -8% | -$250 | ﹤0.01% | 1104 |
|
|
2021
Q3 | $3K | Sell |
91
-3
| -3% | -$99 | ﹤0.01% | 1072 |
|
|
2021
Q2 | $2K | Sell |
94
-200
| -68% | -$4.26K | ﹤0.01% | 1049 |
|
|
2021
Q1 | $7K | Sell |
294
-300
| -51% | -$7.14K | ﹤0.01% | 842 |
|
|
2020
Q4 | $16K | Buy |
594
+545
| +1,112% | +$14.7K | ﹤0.01% | 667 |
|
|
2020
Q3 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 1036 |
|