BTWM
Baker Tilly Wealth Management’s Rentokil RTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,357
| Closed | -$222K | – | 389 |
|
|
2024
Q1 | $222K | Sell |
7,357
-435
| -6% | -$13.1K | 0.04% | 395 |
|
|
2023
Q4 | $223K | Sell |
7,792
-424
| -5% | -$12.1K | 0.04% | 433 |
|
|
2023
Q3 | $304K | Sell |
8,216
-3,198
| -28% | -$118K | 0.05% | 364 |
|
|
2023
Q2 | $445K | Sell |
11,414
-116
| -1% | -$4.53K | 0.05% | 369 |
|
|
2023
Q1 | $421K | Sell |
11,530
-3,875
| -25% | -$141K | 0.05% | 377 |
|
|
2022
Q4 | $475K | Buy |
+15,405
| New | +$475K | 0.06% | 336 |
|