MRWM
ML&R Wealth Management’s Illinois Tool Works ITW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $220K | Hold |
820
| – | – | 0.05% | 68 |
|
|
2023
Q4 | $215K | Buy |
+820
| New | +$215K | 0.05% | 69 |
|
|
2023
Q3 | – | Sell |
-819
| Closed | -$205K | – | 83 |
|
|
2023
Q2 | $205K | Buy |
+819
| New | +$205K | 0.05% | 92 |
|
|
2023
Q1 | – | Sell |
-1,047
| Closed | -$231K | – | 74 |
|
|
2022
Q4 | $231K | Buy |
+1,047
| New | +$231K | 0.07% | 49 |
|
|
2022
Q2 | – | Sell |
-1,035
| Closed | -$217K | – | 57 |
|
|
2022
Q1 | $217K | Buy |
1,035
+10
| +1% | +$2.1K | 0.08% | 46 |
|
|
2021
Q4 | $253K | Buy |
+1,025
| New | +$253K | 0.09% | 39 |
|