CWS
Cypress Wealth Services’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
2,364
+157
| +7% | +$22.9K | 0.06% | 210 |
|
|
2025
Q1 | $292K | Buy |
2,207
+32
| +1% | +$4.24K | 0.06% | 221 |
|
|
2024
Q4 | $252K | Sell |
2,175
-1,070
| -33% | -$124K | 0.05% | 230 |
|
|
2024
Q3 | $393K | Buy |
+3,245
| New | +$393K | 0.08% | 180 |
|
|
2021
Q2 | – | Sell |
-3,639
| Closed | -$281K | – | 302 |
|
|
2021
Q1 | $281K | Buy |
3,639
+506
| +16% | +$39.1K | 0.06% | 233 |
|
|
2020
Q4 | $224K | Buy |
+3,133
| New | +$224K | 0.05% | 257 |
|
|
2020
Q3 | – | Sell |
-3,438
| Closed | -$212K | – | 194 |
|
|
2020
Q2 | $212K | Buy |
3,438
+882
| +35% | +$54.4K | 0.05% | 245 |
|
|
2020
Q1 | $241K | Sell |
2,556
-561
| -18% | -$52.9K | 0.07% | 208 |
|
|
2019
Q4 | $467K | Sell |
3,117
-21
| -0.7% | -$3.15K | 0.12% | 140 |
|
|
2019
Q3 | $428K | Sell |
3,138
-110
| -3% | -$15K | 0.12% | 144 |
|
|
2019
Q2 | $423K | Buy |
3,248
+142
| +5% | +$18.5K | 0.12% | 145 |
|
|
2019
Q1 | $400K | Sell |
3,106
-133
| -4% | -$17.1K | 0.13% | 141 |
|
|
2018
Q4 | $345K | Sell |
3,239
-461
| -12% | -$49.1K | 0.14% | 138 |
|
|
2018
Q3 | $517K | Buy |
3,700
+42
| +1% | +$5.87K | 0.18% | 118 |
|
|
2018
Q2 | $457K | Buy |
3,658
+429
| +13% | +$53.6K | 0.17% | 122 |
|
|
2018
Q1 | $406K | Sell |
3,229
-99
| -3% | -$12.4K | 0.17% | 117 |
|
|
2017
Q4 | $425K | Buy |
+3,328
| New | +$425K | 0.18% | 116 |
|