Lucia Wealth Services’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $474K | Buy |
2,877
+205
| +8% | +$33.8K | 0.11% | 101 |
|
|
2020
Q2 | $386K | Buy |
2,672
+76
| +3% | +$11K | 0.1% | 104 |
|
|
2020
Q1 | $347K | Sell |
2,596
-970
| -27% | -$130K | 0.11% | 117 |
|
|
2019
Q4 | $631K | Buy |
3,566
+747
| +26% | +$132K | 0.19% | 82 |
|
|
2019
Q3 | $477K | Sell |
2,819
-179
| -6% | -$30.3K | 0.16% | 87 |
|
|
2019
Q2 | $523K | Sell |
2,998
-1,016
| -25% | -$177K | 0.18% | 83 |
|
|
2019
Q1 | $638K | Buy |
4,014
+1,603
| +66% | +$255K | 0.22% | 87 |
|
|
2018
Q4 | $319K | Sell |
2,411
-3,524
| -59% | -$466K | 0.15% | 94 |
|
|
2018
Q3 | $946K | Sell |
5,935
-171
| -3% | -$27.3K | 0.29% | 79 |
|
|
2018
Q2 | $843K | Buy |
+6,106
| New | +$843K | 0.37% | 65 |
|