Schneider Downs Wealth Management Advisors’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,438
| Closed | -$407K | – | 133 |
|
|
2022
Q3 | $407K | Sell |
2,438
-175
| -7% | -$29.2K | 0.12% | 76 |
|
|
2022
Q2 | $454K | Buy |
2,613
+4
| +0.2% | +$695 | 0.13% | 75 |
|
|
2022
Q1 | $508K | Sell |
2,609
-2
| -0.1% | -$389 | 0.13% | 77 |
|
|
2021
Q4 | $544K | Sell |
2,611
-1
| -0% | -$208 | 0.13% | 78 |
|
|
2021
Q3 | $554K | Buy |
2,612
+160
| +7% | +$33.9K | 0.14% | 74 |
|
|
2021
Q2 | $538K | Buy |
2,452
+38
| +2% | +$8.34K | 0.14% | 72 |
|
|
2021
Q1 | $524K | Buy |
+2,414
| New | +$524K | 0.13% | 69 |
|