Peak Financial Advisors’s Illinois Tool Works ITW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-772
| Closed | -$202K | – | 81 |
|
|
2024
Q3 | $202K | Buy |
+772
| New | +$202K | 0.1% | 73 |
|
|
2024
Q2 | – | Sell |
-789
| Closed | -$212K | – | 79 |
|
|
2024
Q1 | $212K | Sell |
789
-97
| -11% | -$26K | 0.13% | 67 |
|
|
2023
Q4 | $232K | Sell |
886
-698
| -44% | -$183K | 0.16% | 67 |
|
|
2023
Q3 | $365K | Buy |
1,584
+227
| +17% | +$52.3K | 0.39% | 27 |
|
|
2023
Q2 | $339K | Buy |
1,357
+471
| +53% | +$118K | 0.27% | 53 |
|
|
2023
Q1 | $216K | Buy |
+886
| New | +$216K | 0.18% | 61 |
|