EP Wealth Advisors’s RH RH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-58,702	Closed	-$228K	–	771
2023 Q2	$228K	Buy	58,702 +53,900	+1,122%	+$210K	﹤0.01%	625
2023 Q1	$339K	Buy	4,802 +3,582	+294%	+$253K	0.01%	464
2022 Q4	$326K	Buy	+1,220	New	+$326K	0.01%	456