BTWM
Baker Tilly Wealth Management’s RELX RELX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+4,047
| New | +$220K | 0.08% | 219 |
|
|
2024
Q3 | – | Sell |
-4,472
| Closed | -$205K | – | 278 |
|
|
2024
Q2 | $205K | Sell |
4,472
-3,808
| -46% | -$175K | 0.08% | 269 |
|
|
2024
Q1 | $358K | Sell |
8,280
-648
| -7% | -$28.1K | 0.06% | 320 |
|
|
2023
Q4 | $354K | Sell |
8,928
-772
| -8% | -$30.6K | 0.06% | 362 |
|
|
2023
Q3 | $327K | Sell |
9,700
-4,769
| -33% | -$161K | 0.05% | 348 |
|
|
2023
Q2 | $484K | Buy |
14,469
+242
| +2% | +$8.09K | 0.05% | 347 |
|
|
2023
Q1 | $462K | Sell |
14,227
-3,191
| -18% | -$104K | 0.05% | 358 |
|
|
2022
Q4 | $483K | Buy |
17,418
+7,729
| +80% | +$214K | 0.06% | 331 |
|
|
2022
Q3 | $236K | Buy |
+9,689
| New | +$236K | 0.03% | 448 |
|