Platte River Wealth Advisors’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,935
| Closed | -$406K | – | 94 |
|
2023
Q4 | $406K | Buy |
1,935
+109
| +6% | +$22.9K | 0.13% | 69 |
|
2023
Q3 | $337K | Buy |
1,826
+776
| +74% | +$143K | 0.12% | 75 |
|
2023
Q2 | $218K | Buy |
+1,050
| New | +$218K | 0.08% | 91 |
|
2022
Q1 | – | Sell |
-972
| Closed | -$210K | – | 86 |
|
2021
Q4 | $210K | Sell |
972
-8
| -0.8% | -$1.73K | 0.07% | 86 |
|
2021
Q3 | $208K | Sell |
980
-82
| -8% | -$17.4K | 0.08% | 85 |
|
2021
Q2 | $233K | Buy |
+1,062
| New | +$233K | 0.09% | 85 |
|