Eads & Heald Wealth Management’s Ryder R Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,329
| Closed | -$330K | – | 128 |
|
|
2019
Q1 | $330K | Sell |
5,329
-3,181
| -37% | -$197K | 0.19% | 114 |
|
|
2018
Q4 | $410K | Sell |
8,510
-6,224
| -42% | -$300K | 0.27% | 109 |
|
|
2018
Q3 | $1.08M | Buy |
14,734
+305
| +2% | +$22.3K | 0.62% | 72 |
|
|
2018
Q2 | $1.04M | Sell |
14,429
-450
| -3% | -$32.3K | 0.64% | 73 |
|
|
2018
Q1 | $1.08M | Sell |
14,879
-490
| -3% | -$35.7K | 0.69% | 72 |
|
|
2017
Q4 | $1.29M | Sell |
15,369
-3,209
| -17% | -$270K | 0.76% | 67 |
|
|
2017
Q3 | $1.57M | Sell |
18,578
-350
| -2% | -$29.6K | 0.98% | 46 |
|
|
2017
Q2 | $1.36M | Sell |
18,928
-1,760
| -9% | -$127K | 0.87% | 54 |
|
|
2017
Q1 | $1.56M | Sell |
20,688
-55
| -0.3% | -$4.15K | 1.01% | 44 |
|
|
2016
Q4 | $1.54M | Buy |
20,743
+5,421
| +35% | +$404K | 1.05% | 41 |
|
|
2016
Q3 | $1.01M | Buy |
15,322
+94
| +0.6% | +$6.2K | 0.7% | 70 |
|
|
2016
Q2 | $931K | Sell |
15,228
-138
| -0.9% | -$8.44K | 0.64% | 74 |
|
|
2016
Q1 | $995K | Buy |
15,366
+710
| +5% | +$46K | 0.69% | 69 |
|
|
2015
Q4 | $833K | Buy |
14,656
+10,301
| +237% | +$585K | 0.58% | 76 |
|
|
2015
Q3 | $322K | Buy |
+4,355
| New | +$322K | 0.23% | 116 |
|