CFA
Compass Financial Advisors’s Rithm Capital RITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,748
| Closed | -$166K | – | 79 |
|
|
2023
Q1 | $166K | Hold |
20,748
| – | – | 0.21% | 121 |
|
|
2022
Q4 | $170K | Buy |
20,748
+3,000
| +17% | +$24.5K | 0.23% | 125 |
|
|
2022
Q3 | $130K | Hold |
17,748
| – | – | 0.19% | 116 |
|
|
2022
Q2 | $165K | Hold |
17,748
| – | – | 0.23% | 123 |
|
|
2022
Q1 | $195K | Hold |
17,748
| – | – | 0.22% | 135 |
|
|
2021
Q4 | $190K | Buy |
+17,748
| New | +$190K | 0.21% | 134 |
|