Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$6.04M Buy
44,586
+3,483
+8% +$456K 0.06% 356
2019
Q2
$5.01M Buy
41,103
+1,521
+4% +$168K 0.05% 389
2019
Q1
$4.12M Buy
39,582
+11,687
+42% +$1.21M 0.04% 413
2018
Q4
$3.17M Buy
27,895
+11,069
+66% +$1.19M 0.04% 443
2018
Q3
$1.94M Sell
16,826
-2,944
-15% -$322K 0.02% 622
2018
Q2
$2.05M Sell
19,770
-446
-2% -$45.1K 0.02% 594
2018
Q1
$1.99M Buy
20,216
+7,063
+54% +$667K 0.02% 573
2017
Q4
$1.11M Sell
13,153
-174
-1% -$14.4K 0.01% 716
2017
Q3
$1.02M Sell
13,327
-1,520
-10% -$116K 0.01% 736
2017
Q2
$1.16M Buy
14,847
+7,384
+99% +$528K 0.02% 683
2017
Q1
$537K Buy
7,463
+2,433
+48% +$168K 0.01% 862
2016
Q4
$325K Hold
5,030
﹤0.01% 984
2016
Q3
$325K Buy
5,030
+1,322
+36% +$88K ﹤0.01% 985
2016
Q2
$234K Sell
3,708
-942
-20% -$55.5K ﹤0.01% 1088
2016
Q1
$268K Buy
+4,650
New +$263K ﹤0.01% 986

Other funds holding RMD