Cape Investment Advisory’s Resideo Technologies REZI Stock Holding History

Cape Investment Advisory’s Portfolio REZI Stock Details REZI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$397	Hold
2025 Q1	$319	Hold
2024 Q4	$415	Hold
2024 Q3	$363	Hold
2024 Q2	$352	Hold
2024 Q1	$404	Hold
2023 Q4	$339	Hold
2023 Q3	$284	Hold
2023 Q2	$318	Hold
2023 Q1	$329	Buy