BHWA
Beacon Harbor Wealth Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-75,204
| Closed | -$6.33M | – | 88 |
|
|
2023
Q4 | $6.33M | Buy |
+75,204
| New | +$6.33M | 1.84% | 16 |
|
|
2021
Q1 | – | Sell |
-68,735
| Closed | -$4.92M | – | 80 |
|
|
2020
Q4 | $4.92M | Buy |
68,735
+13,273
| +24% | +$949K | 2.01% | 12 |
|
|
2020
Q3 | $3.19M | Buy |
+55,462
| New | +$3.19M | 1.56% | 26 |
|