CRWM
Castle Rock Wealth Management’s RingCentral RNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-850
| Closed | -$279K | – | 270 |
|
|
2021
Q1 | $279K | Buy |
850
+50
| +6% | +$16.4K | 0.11% | 209 |
|
|
2020
Q4 | $308K | Sell |
800
-1,873
| -70% | -$721K | 0.13% | 195 |
|
|
2020
Q3 | $780K | Buy |
2,673
+397
| +17% | +$116K | 0.51% | 69 |
|
|
2020
Q2 | $673K | Buy |
+2,276
| New | +$673K | 0.39% | 86 |
|