Byrne Asset Management’s MERRILL LYNCH ACC RET NTS BEAR MKT NTS LKD RUSSELL 2000 IND RTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.35M Sell
2025
Q1
$2.25M Sell
2024
Q4
$1.99M Sell
2024
Q3
$2.09M Buy
2024
Q2
$1.65M Sell
2024
Q1
$1.63M Buy
2023
Q4
$1.4M Buy
2023
Q3
$1.06M Buy