EWA
Encompass Wealth Advisors’s Republic Services RSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,845
| Closed | -$371K | – | 128 |
|
|
2024
Q3 | $371K | Hold |
1,845
| – | – | 0.09% | 176 |
|
|
2024
Q2 | $359K | Buy |
1,845
+20
| +1% | +$3.89K | 0.1% | 169 |
|
|
2024
Q1 | $349K | Hold |
1,825
| – | – | 0.09% | 180 |
|
|
2023
Q4 | $301K | Hold |
1,825
| – | – | 0.09% | 165 |
|
|
2023
Q3 | $260K | Buy |
1,825
+60
| +3% | +$8.55K | 0.09% | 169 |
|
|
2023
Q2 | $270K | Hold |
1,765
| – | – | 0.09% | 172 |
|
|
2023
Q1 | $239K | Hold |
1,765
| – | – | 0.08% | 176 |
|
|
2022
Q4 | $228K | Hold |
1,765
| – | – | 0.08% | 179 |
|
|
2022
Q3 | $240K | Buy |
+1,765
| New | +$240K | 0.09% | 168 |
|