Financial Architects (New Jersey)’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,300
| Closed | -$237K | – | 1279 |
|
|
2019
Q1 | $237K | Buy |
+2,300
| New | +$237K | 0.04% | 255 |
|
|
2018
Q4 | – | Sell |
-545
| Closed | -$71K | – | 1315 |
|
|
2018
Q3 | $71K | Hold |
545
| – | – | 0.01% | 472 |
|
|
2018
Q2 | $76K | Sell |
545
-270
| -33% | -$37.7K | 0.01% | 466 |
|
|
2018
Q1 | $78K | Buy |
815
+340
| +72% | +$32.5K | 0.02% | 459 |
|
|
2017
Q4 | $41K | Sell |
475
-75
| -14% | -$6.47K | 0.01% | 651 |
|
|
2017
Q3 | $39K | Sell |
550
-55
| -9% | -$3.9K | 0.01% | 680 |
|
|
2017
Q2 | $39K | Hold |
605
| – | – | 0.01% | 668 |
|
|
2017
Q1 | $28K | Buy |
+605
| New | +$28K | 0.01% | 757 |
|
|
2016
Q4 | – | Sell |
-4,810
| Closed | -$166K | – | 1438 |
|
|
2016
Q3 | $166K | Sell |
4,810
-2,845
| -37% | -$98.2K | 0.04% | 292 |
|
|
2016
Q2 | $220K | Buy |
7,655
+2,600
| +51% | +$74.7K | 0.06% | 226 |
|
|
2016
Q1 | $212K | Sell |
5,055
-1,635
| -24% | -$68.6K | 0.08% | 186 |
|
|
2015
Q4 | $532K | Buy |
6,690
+915
| +16% | +$72.8K | 0.21% | 104 |
|
|
2015
Q3 | $539K | Sell |
5,775
-312
| -5% | -$29.1K | 0.23% | 103 |
|
|
2015
Q2 | $594K | Sell |
6,087
-75
| -1% | -$7.32K | 0.21% | 89 |
|
|
2015
Q1 | $611K | Sell |
6,162
-688
| -10% | -$68.2K | 0.24% | 84 |
|
|
2014
Q4 | $658K | Buy |
6,850
+600
| +10% | +$57.6K | 0.29% | 73 |
|
|
2014
Q3 | $497K | Sell |
6,250
-1,850
| -23% | -$147K | 0.24% | 92 |
|
|
2014
Q2 | $754K | Sell |
8,100
-1,450
| -15% | -$135K | 0.36% | 60 |
|
|
2014
Q1 | $703K | Sell |
9,550
-450
| -5% | -$33.1K | 0.42% | 60 |
|
|
2013
Q4 | $673K | Buy |
10,000
+9,700
| +3,233% | +$653K | 0.39% | 63 |
|
|
2013
Q3 | $19K | Buy |
+300
| New | +$19K | 0.01% | 403 |
|