AE Wealth Management’s Retractable Technologies RVP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-33,778
| Closed | -$129K | – | 1850 |
|
|
2022
Q2 | $129K | Buy |
33,778
+7,815
| +30% | +$29.8K | ﹤0.01% | 1624 |
|
|
2022
Q1 | $123K | Buy |
25,963
+7,417
| +40% | +$35.1K | ﹤0.01% | 1599 |
|
|
2021
Q4 | $129K | Buy |
18,546
+3,016
| +19% | +$21K | ﹤0.01% | 1629 |
|
|
2021
Q3 | $171K | Buy |
15,530
+837
| +6% | +$9.22K | ﹤0.01% | 1535 |
|
|
2021
Q2 | $170K | Buy |
+14,693
| New | +$170K | ﹤0.01% | 1508 |
|