BKS Advisors’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $808K | Buy |
7,850
+2,600
| +50% | +$268K | 0.33% | 78 |
|
|
2018
Q4 | $629K | Buy |
+5,250
| New | +$629K | 0.29% | 86 |
|
|
2016
Q4 | – | Sell |
-23,500
| Closed | -$813K | – | 231 |
|
|
2016
Q3 | $813K | Sell |
23,500
-700
| -3% | -$24.2K | 0.37% | 69 |
|
|
2016
Q2 | $694K | Sell |
24,200
-7,800
| -24% | -$224K | 0.36% | 75 |
|
|
2016
Q1 | $1.34M | Sell |
32,000
-14,775
| -32% | -$619K | 0.7% | 47 |
|
|
2015
Q4 | $3.72M | Buy |
46,775
+35,325
| +309% | +$2.81M | 1.91% | 14 |
|
|
2015
Q3 | $1.07M | Sell |
11,450
-2,015
| -15% | -$188K | 0.59% | 49 |
|
|
2015
Q2 | $1.32M | Sell |
13,465
-1,000
| -7% | -$97.7K | 0.63% | 46 |
|
|
2015
Q1 | $1.44M | Buy |
+14,465
| New | +$1.44M | 0.68% | 46 |
|