Portside Wealth Group’s Timken Company TKR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,379
| Closed | -$208K | – | 390 |
|
2024
Q1 | $208K | Sell |
2,379
-229
| -9% | -$20K | 0.04% | 352 |
|
2023
Q4 | $209K | Sell |
2,608
-398
| -13% | -$31.9K | 0.04% | 330 |
|
2023
Q3 | $224K | Buy |
3,006
+186
| +7% | +$13.9K | 0.04% | 298 |
|
2023
Q2 | $258K | Buy |
+2,820
| New | +$258K | 0.05% | 284 |
|