CWM
Circle Wealth Management’s RxSight RXST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.18M | Hold |
165,719
| – | – | 0.1% | 43 |
|
|
2024
Q4 | $5.7M | Sell |
165,719
-120
| -0.1% | -$4.13K | 0.12% | 43 |
|
|
2024
Q3 | $8.2M | Hold |
165,839
| – | – | 0.18% | 32 |
|
|
2024
Q2 | $9.98M | Buy |
165,839
+120
| +0.1% | +$7.22K | 0.23% | 29 |
|
|
2024
Q1 | $8.55M | Hold |
165,719
| – | – | 0.21% | 31 |
|
|
2023
Q4 | $6.68M | Hold |
165,719
| – | – | 0.17% | 35 |
|
|
2023
Q3 | $4.62M | Buy |
+165,719
| New | +$4.62M | 0.12% | 44 |
|