Avantax Advisory Services’s RingCentral RNG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,007
| Closed | -$293K | – | 1223 |
|
2021
Q2 | $293K | Buy |
1,007
+2
| +0.2% | +$582 | 0.01% | 912 |
|
2021
Q1 | $299K | Buy |
+1,005
| New | +$299K | 0.01% | 809 |
|
2020
Q4 | – | Sell |
-2,290
| Closed | -$629K | – | 1275 |
|
2020
Q3 | $629K | Buy |
2,290
+699
| +44% | +$192K | 0.01% | 716 |
|
2020
Q2 | $455K | Buy |
+1,591
| New | +$455K | 0.01% | 503 |
|