Avitas Wealth Management’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 |
-8,462
| Closed | -$2.46M | – | 206 |
|
|
2021
Q2 | $2.46M | Buy |
8,462
+1,614
| +24% | +$469K | 0.44% | 96 |
|
|
2021
Q1 | $2.04M | Sell |
6,848
-3,318
| -33% | -$988K | 0.4% | 95 |
|
|
2020
Q4 | $3.85M | Buy |
10,166
+2,250
| +28% | +$853K | 0.78% | 32 |
|
|
2020
Q3 | $2.17M | Sell |
7,916
-2,166
| -21% | -$595K | 0.61% | 55 |
|
|
2020
Q2 | $2.87M | Buy |
+10,082
| New | +$2.87M | 0.95% | 30 |
|