CAPTRUST Financial Advisors’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 |
-1,374
| Closed | -$363K | – | 2731 |
|
2023
Q3 | $363K | Sell |
1,374
-795
| -37% | -$210K | ﹤0.01% | 1870 |
|
2023
Q2 | $715K | Buy |
2,169
+630
| +41% | +$208K | ﹤0.01% | 1415 |
|
2023
Q1 | $375K | Buy |
1,539
+709
| +85% | +$173K | ﹤0.01% | 1577 |
|
2022
Q4 | $222K | Sell |
830
-95
| -10% | -$25.4K | ﹤0.01% | 1880 |
|
2022
Q3 | $228K | Sell |
925
-10
| -1% | -$2.47K | ﹤0.01% | 1737 |
|
2022
Q2 | $198K | Hold |
935
| – | – | ﹤0.01% | 1702 |
|
2022
Q1 | $305K | Buy |
935
+241
| +35% | +$78.6K | ﹤0.01% | 1431 |
|
2021
Q4 | $372K | Buy |
694
+159
| +30% | +$85.2K | ﹤0.01% | 1275 |
|
2021
Q3 | $357K | Sell |
535
-10
| -2% | -$6.67K | ﹤0.01% | 1200 |
|
2021
Q2 | $370K | Sell |
545
-59
| -10% | -$40.1K | ﹤0.01% | 1137 |
|
2021
Q1 | $360K | Buy |
604
+574
| +1,913% | +$342K | ﹤0.01% | 1132 |
|
2020
Q4 | $13K | Hold |
30
| – | – | ﹤0.01% | 2461 |
|
2020
Q3 | $11K | Buy |
+30
| New | +$11K | ﹤0.01% | 2250 |
|