Executive Wealth Management’s Timken Company TKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,714
| Closed | -$229K | – | 277 |
|
|
2024
Q3 | $229K | Buy |
+2,714
| New | +$229K | 0.02% | 246 |
|
|
2024
Q2 | – | Sell |
-2,714
| Closed | -$238K | – | 234 |
|
|
2024
Q1 | $238K | Hold |
2,714
| – | – | 0.02% | 221 |
|
|
2023
Q4 | $218K | Buy |
+2,714
| New | +$218K | 0.02% | 204 |
|
|
2023
Q3 | – | Sell |
-2,714
| Closed | -$248K | – | 209 |
|
|
2023
Q2 | $248K | Hold |
2,714
| – | – | 0.03% | 174 |
|
|
2023
Q1 | $222K | Buy |
+2,714
| New | +$222K | 0.02% | 181 |
|
|
2021
Q3 | – | Sell |
-2,714
| Closed | -$218K | – | 195 |
|
|
2021
Q2 | $218K | Sell |
2,714
-48
| -2% | -$3.86K | 0.02% | 179 |
|
|
2021
Q1 | $224K | Buy |
2,762
+48
| +2% | +$3.89K | 0.03% | 174 |
|
|
2020
Q4 | $209K | Buy |
+2,714
| New | +$209K | 0.03% | 169 |
|