SFA
Source Financial Advisors’s Honeywell HON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,036
| Closed | -$215K | – | 127 |
|
|
2023
Q2 | $215K | Buy |
+1,036
| New | +$215K | 0.07% | 122 |
|
|
2023
Q1 | – | Sell |
-985
| Closed | -$211K | – | 124 |
|
|
2022
Q4 | $211K | Buy |
+985
| New | +$211K | 0.08% | 114 |
|
|
2021
Q4 | – | Sell |
-1,293
| Closed | -$275K | – | 110 |
|
|
2021
Q3 | $275K | Hold |
1,293
| – | – | 0.07% | 92 |
|
|
2021
Q2 | $284K | Hold |
1,293
| – | – | 0.07% | 91 |
|
|
2021
Q1 | $280K | Buy |
1,293
+99
| +8% | +$21.4K | 0.07% | 94 |
|
|
2020
Q4 | $254K | Buy |
+1,194
| New | +$254K | 0.07% | 95 |
|