Ballast Advisors’s ResMed RMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,017
| Closed | -$212K | – | 187 |
|
|
2022
Q4 | $212K | Buy |
1,017
+25
| +3% | +$5.2K | 0.09% | 102 |
|
|
2022
Q3 | $217K | Hold |
992
| – | – | 0.1% | 101 |
|
|
2022
Q2 | $208K | Hold |
992
| – | – | 0.09% | 104 |
|
|
2022
Q1 | $241K | Hold |
992
| – | – | 0.09% | 103 |
|
|
2021
Q4 | $258K | Hold |
992
| – | – | 0.1% | 96 |
|
|
2021
Q3 | $261K | Hold |
992
| – | – | 0.11% | 94 |
|
|
2021
Q2 | $245K | Buy |
+992
| New | +$245K | 0.1% | 93 |
|
|
2021
Q1 | – | Sell |
-992
| Closed | -$211K | – | 176 |
|
|
2020
Q4 | $211K | Buy |
+992
| New | +$211K | 0.11% | 95 |
|