BlackDiamond Wealth Management’s RH RH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,746
| Closed | -$377K | – | 148 |
|
2023
Q3 | $377K | Sell |
1,746
-44
| -2% | -$9.49K | 0.34% | 71 |
|
2023
Q2 | $690K | Buy |
1,790
+162
| +10% | +$62.4K | 0.58% | 36 |
|
2023
Q1 | $400K | Buy |
1,628
+199
| +14% | +$48.9K | 0.41% | 61 |
|
2022
Q4 | $443K | Sell |
1,429
-65
| -4% | -$20.1K | 0.5% | 58 |
|
2022
Q3 | $369K | Buy |
1,494
+13
| +0.9% | +$3.21K | 0.44% | 59 |
|
2022
Q2 | $405K | Buy |
1,481
+16
| +1% | +$4.38K | 0.5% | 60 |
|
2022
Q1 | $478K | Buy |
+1,465
| New | +$478K | 0.57% | 53 |
|