Encompass Wealth Advisors’s RingCentral RNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$200K Buy
2023
Q1
Sell
2022
Q4
$216K Hold
2022
Q3
$244K Sell
2022
Q2
$329K Buy
2022
Q1
$717K Sell
2021
Q4
$1.84M Sell
2021
Q3
$2.52M Sell
2021
Q2
$3.79M Buy
2021
Q1
$3.64M Buy