Kingswood Wealth Advisors’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 |
-5,200
| Closed | -$438K | – | 893 |
|
|
2024
Q3 | $438K | Sell |
5,200
-900
| -15% | -$75.9K | 0.03% | 489 |
|
|
2024
Q2 | $489K | Buy |
6,100
+1,997
| +49% | +$160K | 0.04% | 400 |
|
|
2024
Q1 | $359K | Sell |
4,103
-3,400
| -45% | -$297K | 0.04% | 429 |
|
|
2023
Q4 | $601K | Buy |
+7,503
| New | +$601K | 0.07% | 300 |
|
|
2023
Q3 | – | Sell |
-9,303
| Closed | -$852K | – | 473 |
|
|
2023
Q2 | $852K | Buy |
+9,303
| New | +$852K | 0.27% | 95 |
|