Concord Wealth Partners’s Rentokil RTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-627
| Closed | -$15.6K | – | 973 |
|
2024
Q3 | $15.6K | Buy |
+627
| New | +$15.6K | ﹤0.01% | 508 |
|
2023
Q4 | – | Sell |
-99
| Closed | -$3.67K | – | 987 |
|
2023
Q3 | $3.67K | Hold |
99
| – | – | ﹤0.01% | 770 |
|
2023
Q2 | $3.86K | Hold |
99
| – | – | ﹤0.01% | 758 |
|
2023
Q1 | $3.61K | Hold |
99
| – | – | ﹤0.01% | 726 |
|
2022
Q4 | $3.05K | Buy |
+99
| New | +$3.05K | ﹤0.01% | 862 |
|