Douglass Winthrop Advisors’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$318K | – | 256 |
|
|
2022
Q2 | $318K | Sell |
1,500
-500
| -25% | -$106K | 0.01% | 211 |
|
|
2022
Q1 | $652K | Buy |
+2,000
| New | +$652K | 0.02% | 168 |
|
|
2016
Q1 | – | Sell |
-4,000
| Closed | -$318K | – | 238 |
|
|
2015
Q4 | $318K | Hold |
4,000
| – | – | 0.02% | 186 |
|
|
2015
Q3 | $373K | Sell |
4,000
-797
| -17% | -$74.3K | 0.03% | 180 |
|
|
2015
Q2 | $476K | Hold |
4,797
| – | – | 0.04% | 170 |
|
|
2015
Q1 | $476K | Hold |
4,797
| – | – | 0.04% | 170 |
|
|
2014
Q4 | $461K | Sell |
4,797
-1,000
| -17% | -$96.1K | 0.04% | 137 |
|
|
2014
Q3 | $461K | Sell |
5,797
-1,000
| -15% | -$79.5K | 0.04% | 133 |
|
|
2014
Q2 | $632K | Buy |
+6,797
| New | +$632K | 0.06% | 107 |
|