Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$1.1M Buy
5,727
+4,145
+262% +$678K 0.04% 476
2020
Q1
$233K Sell
1,582
-315
-17% -$50.2K 0.01% 833
2019
Q4
$294K Sell
1,897
-297
-14% -$42.8K 0.01% 846
2019
Q3
$296K Sell
2,194
-50
-2% -$6.55K 0.01% 825
2019
Q2
$274K Sell
2,244
-95
-4% -$10.5K 0.01% 836
2019
Q1
$243K Sell
2,339
-174
-7% -$18K 0.01% 848
2018
Q4
$286K Sell
2,513
-165
-6% -$17.7K 0.01% 749
2018
Q3
$309K Sell
2,678
-64
-2% -$7.01K 0.01% 850
2018
Q2
$284K Buy
2,742
+321
+13% +$32.5K 0.01% 880
2018
Q1
$238K Sell
2,421
-201
-8% -$19K 0.01% 927
2017
Q4
$222K Sell
2,622
-162
-6% -$13.4K 0.01% 928
2017
Q3
$214K Buy
+2,784
New +$213K 0.01% 901

Other funds holding RMD