EWA
Encompass Wealth Advisors’s RingCentral RNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,113
| Closed | -$200K | – | 293 |
|
|
2023
Q2 | $200K | Buy |
+6,113
| New | +$200K | 0.07% | 202 |
|
|
2023
Q1 | – | Sell |
-6,113
| Closed | -$216K | – | 284 |
|
|
2022
Q4 | $216K | Hold |
6,113
| – | – | 0.08% | 183 |
|
|
2022
Q3 | $244K | Sell |
6,113
-187
| -3% | -$7.46K | 0.09% | 167 |
|
|
2022
Q2 | $329K | Buy |
6,300
+187
| +3% | +$9.77K | 0.12% | 145 |
|
|
2022
Q1 | $717K | Sell |
6,113
-3,716
| -38% | -$436K | 0.18% | 93 |
|
|
2021
Q4 | $1.84M | Sell |
9,829
-1,754
| -15% | -$329K | 0.45% | 39 |
|
|
2021
Q3 | $2.52M | Sell |
11,583
-1,445
| -11% | -$314K | 0.66% | 34 |
|
|
2021
Q2 | $3.79M | Buy |
13,028
+758
| +6% | +$220K | 0.93% | 24 |
|
|
2021
Q1 | $3.64M | Buy |
+12,270
| New | +$3.64M | 0.93% | 25 |
|