Ellevest Inc’s Regional Management Corp RM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-80
| Closed | -$2.09K | – | 1361 |
|
|
2023
Q1 | $2.09K | Buy |
80
+6
| +8% | +$157 | ﹤0.01% | 1434 |
|
|
2022
Q4 | $2.08K | Hold |
74
| – | – | ﹤0.01% | 1381 |
|
|
2022
Q3 | $2K | Hold |
74
| – | – | ﹤0.01% | 1372 |
|
|
2022
Q2 | $3K | Hold |
74
| – | – | ﹤0.01% | 1110 |
|
|
2022
Q1 | $4K | Hold |
74
| – | – | ﹤0.01% | 1096 |
|
|
2021
Q4 | $4K | Sell |
74
-8
| -10% | -$432 | ﹤0.01% | 1064 |
|
|
2021
Q3 | $5K | Buy |
82
+8
| +11% | +$488 | ﹤0.01% | 976 |
|
|
2021
Q2 | $3K | Hold |
74
| – | – | ﹤0.01% | 983 |
|
|
2021
Q1 | $3K | Hold |
74
| – | – | ﹤0.01% | 1009 |
|
|
2020
Q4 | $2K | Buy |
74
+17
| +30% | +$459 | ﹤0.01% | 994 |
|
|
2020
Q3 | $1K | Buy |
57
+10
| +21% | +$175 | ﹤0.01% | 1056 |
|
|
2020
Q2 | $1K | Hold |
47
| – | – | ﹤0.01% | 1048 |
|
|
2020
Q1 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 959 |
|