Curi Wealth Management’s RTX Corp RTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,421
Closed -$456K 114
2023
Q4
$456K Sell
5,421
-1,208
-18% -$102K 0.06% 94
2023
Q3
$477K Sell
6,629
-3,612
-35% -$260K 0.07% 87
2023
Q2
$1M Sell
10,241
-90
-0.9% -$8.82K 0.14% 66
2023
Q1
$1.01M Sell
10,331
-731
-7% -$71.6K 0.15% 67
2022
Q4
$1.12M Buy
11,062
+763
+7% +$77K 0.16% 74
2022
Q3
$843K Buy
10,299
+4,416
+75% +$361K 0.14% 73
2022
Q2
$565K Buy
5,883
+501
+9% +$48.1K 0.11% 60
2022
Q1
$533K Buy
5,382
+383
+8% +$37.9K 0.09% 59
2021
Q4
$430K Sell
4,999
-70
-1% -$6.02K 0.07% 71
2021
Q3
$435K Buy
5,069
+133
+3% +$11.4K 0.2% 46
2021
Q2
$421K Buy
4,936
+8
+0.2% +$682 0.21% 48
2021
Q1
$380K Buy
4,928
+480
+11% +$37K 0.24% 51
2020
Q4
$318K Buy
+4,448
New +$318K 0.23% 56