Janney Montgomery Scott’s NACCO Industries NC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,220
| Closed | -$283K | – | 2790 |
|
|
2024
Q2 | $283K | Buy |
10,220
+1,500
| +17% | +$41.5K | ﹤0.01% | 2242 |
|
|
2024
Q1 | $263K | Hold |
8,720
| – | – | ﹤0.01% | 2419 |
|
|
2023
Q4 | $318K | Hold |
8,720
| – | – | ﹤0.01% | 2180 |
|
|
2023
Q3 | $306K | Sell |
8,720
-5,767
| -40% | -$202K | ﹤0.01% | 2123 |
|
|
2023
Q2 | $502K | Sell |
14,487
-2,312
| -14% | -$80.1K | ﹤0.01% | 1859 |
|
|
2023
Q1 | $606K | Buy |
16,799
+5,400
| +47% | +$195K | ﹤0.01% | 1604 |
|
|
2022
Q4 | $433K | Sell |
11,399
-2,625
| -19% | -$99.7K | ﹤0.01% | 1869 |
|
|
2022
Q3 | $660K | Buy |
+14,024
| New | +$660K | ﹤0.01% | 1518 |
|