United Capital Financial Advisors’s Timken Company TKR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-4,868
| Closed | -$220K | – | 1307 |
|
2017
Q1 | $220K | Buy |
+4,868
| New | +$220K | ﹤0.01% | 1161 |
|
2015
Q4 | – | Sell |
-12,641
| Closed | -$348K | – | 1288 |
|
2015
Q3 | $348K | Buy |
12,641
+1,480
| +13% | +$40.7K | ﹤0.01% | 1013 |
|
2015
Q2 | $408K | Buy |
11,161
+1,215
| +12% | +$44.4K | ﹤0.01% | 987 |
|
2015
Q1 | $391K | Sell |
9,946
-567
| -5% | -$22.3K | ﹤0.01% | 995 |
|
2014
Q4 | $449K | Sell |
10,513
-244
| -2% | -$10.4K | 0.01% | 853 |
|
2014
Q3 | $456K | Buy |
+10,757
| New | +$456K | 0.01% | 814 |
|
2014
Q2 | – | Sell |
-10,603
| Closed | -$446K | – | 922 |
|
2014
Q1 | $446K | Buy |
10,603
+1,162
| +12% | +$48.9K | 0.01% | 655 |
|
2013
Q4 | $372K | Buy |
+9,441
| New | +$372K | 0.01% | 481 |
|