SFPG
Stonebridge Financial Planning Group’s Honeywell HON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,010
| Closed | -$204K | – | 220 |
|
|
2021
Q4 | $204K | Hold |
1,010
| – | – | 0.11% | 119 |
|
|
2021
Q3 | $225K | Sell |
1,010
-117
| -10% | -$26.1K | 0.11% | 114 |
|
|
2021
Q2 | $254K | Hold |
1,127
| – | – | 0.13% | 105 |
|
|
2021
Q1 | $258K | Hold |
1,127
| – | – | 0.15% | 95 |
|
|
2020
Q4 | $240K | Hold |
1,127
| – | – | 0.15% | 92 |
|
|
2020
Q3 | $197K | Sell |
1,127
-165
| -13% | -$28.8K | 0.14% | 92 |
|
|
2020
Q2 | $187K | Sell |
1,292
-58
| -4% | -$8.4K | 0.16% | 89 |
|
|
2020
Q1 | $188K | Hold |
1,350
| – | – | 0.19% | 81 |
|
|
2019
Q4 | $239K | Buy |
+1,350
| New | +$239K | 0.22% | 78 |
|