Wealthspire Advisors (Maryland)’s Timken Company TKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,632
| Closed | -$71K | – | 1918 |
|
|
2019
Q1 | $71K | Buy |
1,632
+77
| +5% | +$3.35K | 0.01% | 767 |
|
|
2018
Q4 | $58K | Buy |
1,555
+285
| +22% | +$10.6K | 0.01% | 799 |
|
|
2018
Q3 | $63K | Buy |
1,270
+83
| +7% | +$4.12K | 0.01% | 882 |
|
|
2018
Q2 | $52K | Sell |
1,187
-1,015
| -46% | -$44.5K | ﹤0.01% | 964 |
|
|
2018
Q1 | $100K | Buy |
2,202
+2,052
| +1,368% | +$93.2K | 0.01% | 716 |
|
|
2017
Q4 | $7K | Buy |
150
+27
| +22% | +$1.26K | ﹤0.01% | 1738 |
|
|
2017
Q3 | $6K | Buy |
123
+7
| +6% | +$341 | ﹤0.01% | 1753 |
|
|
2017
Q2 | $5K | Buy |
116
+12
| +12% | +$517 | ﹤0.01% | 1785 |
|
|
2017
Q1 | $5K | Hold |
104
| – | – | ﹤0.01% | 1531 |
|
|
2016
Q4 | $4K | Buy |
104
+59
| +131% | +$2.27K | ﹤0.01% | 1437 |
|
|
2016
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 1569 |
|
|
2016
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 1632 |
|
|
2016
Q1 | $2K | Sell |
45
-25
| -36% | -$1.11K | ﹤0.01% | 1557 |
|
|
2015
Q4 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 1542 |
|