Delap Wealth Advisory’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,820
| Closed | -$373K | – | 256 |
|
|
2024
Q1 | $373K | Buy |
3,820
+1,009
| +36% | +$98.4K | 0.15% | 115 |
|
|
2023
Q4 | $237K | Buy |
+2,811
| New | +$237K | 0.11% | 83 |
|
|
2023
Q2 | – | Sell |
-3,737
| Closed | -$366K | – | 59 |
|
|
2023
Q1 | $366K | Sell |
3,737
-1,149
| -24% | -$113K | 0.38% | 36 |
|
|
2022
Q4 | $493K | Buy |
+4,886
| New | +$493K | 0.52% | 32 |
|