YorkBridge Wealth Partners’s Timken Company TKR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-181
| Closed | -$9K | – | 595 |
|
2019
Q2 | $9K | Sell |
181
-63
| -26% | -$3.13K | ﹤0.01% | 594 |
|
2019
Q1 | $11K | Sell |
244
-213
| -47% | -$9.6K | 0.01% | 580 |
|
2018
Q4 | $17K | Hold |
457
| – | – | 0.01% | 498 |
|
2018
Q3 | $23K | Sell |
457
-63
| -12% | -$3.17K | 0.01% | 495 |
|
2018
Q2 | $23K | Buy |
520
+457
| +725% | +$20.2K | 0.01% | 507 |
|
2018
Q1 | $3K | Hold |
63
| – | – | ﹤0.01% | 744 |
|
2017
Q4 | $3K | Buy |
63
+17
| +37% | +$810 | ﹤0.01% | 772 |
|
2017
Q3 | $2K | Buy |
46
+15
| +48% | +$652 | ﹤0.01% | 800 |
|
2017
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 848 |
|
2017
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 837 |
|