IWA
IVC Wealth Advisors’s Honeywell HON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,721
| Closed | -$503K | – | 166 |
|
|
2023
Q3 | $503K | Hold |
2,721
| – | – | 0.34% | 74 |
|
|
2023
Q2 | $565K | Buy |
+2,721
| New | +$565K | 0.36% | 73 |
|
|
2023
Q1 | – | Sell |
-1,015
| Closed | -$218K | – | 146 |
|
|
2022
Q4 | $218K | Buy |
+1,015
| New | +$218K | 0.16% | 136 |
|
|
2021
Q4 | – | Sell |
-945
| Closed | -$201K | – | 139 |
|
|
2021
Q3 | $201K | Sell |
945
-75
| -7% | -$16K | 0.14% | 131 |
|
|
2021
Q2 | $224K | Hold |
1,020
| – | – | 0.16% | 122 |
|
|
2021
Q1 | $221K | Hold |
1,020
| – | – | 0.17% | 115 |
|
|
2020
Q4 | $217K | Buy |
+1,020
| New | +$217K | 0.21% | 106 |
|