WFG Advisors’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $582K | Buy |
4,554
+232
| +5% | +$29.7K | 0.13% | 182 |
|
|
2017
Q1 | $517K | Sell |
4,322
-456
| -10% | -$54.5K | 0.14% | 165 |
|
|
2016
Q4 | $531K | Buy |
4,778
+2,560
| +115% | +$285K | 0.13% | 196 |
|
|
2016
Q3 | $247K | Buy |
2,218
+464
| +26% | +$51.7K | 0.06% | 311 |
|
|
2016
Q2 | $195K | Buy |
1,754
+527
| +43% | +$58.6K | 0.05% | 350 |
|
|
2016
Q1 | $131K | Sell |
1,227
-753
| -38% | -$80.4K | 0.04% | 422 |
|
|
2015
Q4 | $195K | Sell |
1,980
-311
| -14% | -$30.6K | 0.06% | 292 |
|
|
2015
Q3 | $207K | Buy |
2,291
+561
| +32% | +$50.7K | 0.06% | 281 |
|
|
2015
Q2 | $168K | Buy |
1,730
+49
| +3% | +$4.76K | 0.05% | 388 |
|
|
2015
Q1 | $167K | Sell |
1,681
-721
| -30% | -$71.6K | 0.05% | 398 |
|
|
2014
Q4 | $229K | Buy |
2,402
+565
| +31% | +$53.9K | 0.05% | 388 |
|
|
2014
Q3 | $163K | Sell |
1,837
-246
| -12% | -$21.8K | 0.03% | 503 |
|
|
2014
Q2 | $185K | Sell |
2,083
-54
| -3% | -$4.8K | 0.03% | 460 |
|
|
2014
Q1 | $189K | Sell |
2,137
-10,759
| -83% | -$952K | 0.04% | 448 |
|
|
2013
Q4 | $1.12M | Sell |
12,896
-439
| -3% | -$38.2K | 0.16% | 149 |
|
|
2013
Q3 | $1.06M | Sell |
13,335
-1,675
| -11% | -$133K | 0.16% | 157 |
|
|
2013
Q2 | $1.14M | Buy |
+15,010
| New | +$1.14M | 0.19% | 137 |
|