BSWA
Bromfield Sneider Wealth Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $59.9K | Hold |
614
| – | – | 0.04% | 66 |
|
|
2023
Q4 | $51.7K | Hold |
614
| – | – | 0.04% | 66 |
|
|
2023
Q3 | $44.2K | Hold |
614
| – | – | 0.03% | 65 |
|
|
2023
Q2 | $60.1K | Hold |
614
| – | – | 0.05% | 62 |
|
|
2023
Q1 | $60.1K | Hold |
614
| – | – | 0.05% | 59 |
|
|
2022
Q4 | $62K | Hold |
614
| – | – | 0.06% | 55 |
|
|
2022
Q3 | $50K | Hold |
614
| – | – | 0.06% | 58 |
|
|
2022
Q2 | $59K | Sell |
614
-175
| -22% | -$16.8K | 0.07% | 54 |
|
|
2022
Q1 | $78K | Buy |
+789
| New | +$78K | 0.08% | 55 |
|