Axxcess Wealth Management’s RingCentral RNG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,024
Closed -$356K 915
2023
Q3
$356K Sell
12,024
-156
-1% -$4.62K 0.01% 557
2023
Q2
$399K Sell
12,180
-11,434
-48% -$374K 0.03% 396
2023
Q1
$724K Buy
+23,614
New +$724K 0.05% 286