CWP
CFM Wealth Partners’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,859
| Closed | -$574K | – | 155 |
|
|
2023
Q2 | $574K | Sell |
5,859
-241
| -4% | -$23.6K | 0.14% | 101 |
|
|
2023
Q1 | $597K | Buy |
6,100
+43
| +0.7% | +$4.21K | 0.16% | 93 |
|
|
2022
Q4 | $611K | Buy |
6,057
+338
| +6% | +$34.1K | 0.18% | 98 |
|
|
2022
Q3 | $468K | Buy |
5,719
+3,063
| +115% | +$251K | 0.15% | 102 |
|
|
2022
Q2 | $255K | Buy |
2,656
+175
| +7% | +$16.8K | 0.08% | 142 |
|
|
2022
Q1 | $246K | Hold |
2,481
| – | – | 0.06% | 164 |
|
|
2021
Q4 | $216K | Hold |
2,481
| – | – | 0.05% | 173 |
|
|
2021
Q3 | $213K | Hold |
2,481
| – | – | 0.05% | 176 |
|
|
2021
Q2 | $203K | Buy |
+2,481
| New | +$203K | 0.05% | 168 |
|
|
2020
Q4 | – | Sell |
-3,745
| Closed | -$215K | – | 169 |
|
|
2020
Q3 | $215K | Sell |
3,745
-802
| -18% | -$46K | 0.08% | 140 |
|
|
2020
Q2 | $280K | Buy |
4,547
+2,823
| +164% | +$174K | 0.11% | 116 |
|
|
2020
Q1 | $163K | Buy |
1,724
+9
| +0.5% | +$851 | 0.08% | 154 |
|
|
2019
Q4 | $263K | Buy |
+1,715
| New | +$263K | 0.1% | 129 |
|