AE Wealth Management’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-707
| Closed | -$246K | – | 1266 |
|
|
2024
Q1 | $246K | Sell |
707
-1,038
| -59% | -$362K | ﹤0.01% | 1028 |
|
|
2023
Q4 | $476K | Buy |
1,745
+106
| +6% | +$28.9K | ﹤0.01% | 1461 |
|
|
2023
Q3 | $433K | Buy |
1,639
+13
| +0.8% | +$3.44K | ﹤0.01% | 1453 |
|
|
2023
Q2 | $536K | Sell |
1,626
-740
| -31% | -$244K | ﹤0.01% | 1356 |
|
|
2023
Q1 | $576K | Buy |
2,366
+76
| +3% | +$18.5K | ﹤0.01% | 1275 |
|
|
2022
Q4 | $612K | Sell |
2,290
-1,086
| -32% | -$290K | ﹤0.01% | 1193 |
|
|
2022
Q3 | $831K | Sell |
3,376
-80
| -2% | -$19.7K | 0.01% | 1017 |
|
|
2022
Q2 | $734K | Buy |
3,456
+1,100
| +47% | +$234K | 0.01% | 1002 |
|
|
2022
Q1 | $768K | Buy |
2,356
+1,595
| +210% | +$520K | 0.01% | 1025 |
|
|
2021
Q4 | $408K | Sell |
761
-217
| -22% | -$116K | ﹤0.01% | 1337 |
|
|
2021
Q3 | $652K | Buy |
978
+486
| +99% | +$324K | 0.01% | 1042 |
|
|
2021
Q2 | $334K | Buy |
+492
| New | +$334K | ﹤0.01% | 1294 |
|
|
2020
Q4 | – | Sell |
-1,327
| Closed | -$508K | – | 1395 |
|
|
2020
Q3 | $508K | Buy |
+1,327
| New | +$508K | 0.01% | 876 |
|