EWA
Encompass Wealth Advisors’s Rithm Capital RITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,884
| Closed | -$111K | – | 292 |
|
|
2023
Q2 | $111K | Sell |
11,884
-2,700
| -19% | -$25.2K | 0.04% | 214 |
|
|
2023
Q1 | $117K | Sell |
14,584
-610
| -4% | -$4.88K | 0.04% | 206 |
|
|
2022
Q4 | $124K | Buy |
15,194
+98
| +0.6% | +$801 | 0.05% | 207 |
|
|
2022
Q3 | $111K | Buy |
15,096
+75
| +0.5% | +$551 | 0.04% | 203 |
|
|
2022
Q2 | $140K | Buy |
15,021
+74
| +0.5% | +$690 | 0.05% | 203 |
|
|
2022
Q1 | $164K | Buy |
14,947
+70
| +0.5% | +$768 | 0.04% | 227 |
|
|
2021
Q4 | $159K | Buy |
14,877
+64
| +0.4% | +$684 | 0.04% | 232 |
|
|
2021
Q3 | $162K | Buy |
14,813
+61
| +0.4% | +$667 | 0.04% | 225 |
|
|
2021
Q2 | $156K | Sell |
14,752
-3,000
| -17% | -$31.7K | 0.04% | 234 |
|
|
2021
Q1 | $188K | Buy |
17,752
+4,586
| +35% | +$48.6K | 0.05% | 223 |
|
|
2020
Q4 | $131K | Buy |
+13,166
| New | +$131K | 0.08% | 110 |
|