IFP Advisors’s NACCO Industries NC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310 | Hold |
1
| – | – | ﹤0.01% | 4549 |
|
|
2025
Q1 | $34 | Hold |
1
| – | – | ﹤0.01% | 4094 |
|
|
2024
Q4 | $30 | Buy |
+1
| New | +$30 | ﹤0.01% | 4380 |
|
|
2017
Q4 | – | Sell |
-657
| Closed | -$13K | – | 3945 |
|
|
2017
Q3 | $13K | Hold |
657
| – | – | ﹤0.01% | 2845 |
|
|
2017
Q2 | $11K | Buy |
657
+438
| +200% | +$7.33K | ﹤0.01% | 2920 |
|
|
2017
Q1 | $3K | Hold |
219
| – | – | ﹤0.01% | 3509 |
|
|
2016
Q4 | $5K | Hold |
219
| – | – | ﹤0.01% | 3281 |
|
|
2016
Q3 | $3K | Hold |
219
| – | – | ﹤0.01% | 3446 |
|
|
2016
Q2 | $3K | Buy |
+219
| New | +$3K | ﹤0.01% | 3340 |
|
|
2016
Q1 | – | Sell |
-219
| Closed | -$2K | – | 3034 |
|
|
2015
Q4 | $2K | Buy |
+219
| New | +$2K | ﹤0.01% | 3333 |
|