Financial Synergies Wealth Advisors’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-490
| Closed | -$47.8K | – | 379 |
|
|
2024
Q1 | $47.8K | Sell |
490
-15
| -3% | -$1.46K | 0.01% | 131 |
|
|
2023
Q4 | $51K | Sell |
505
-227
| -31% | -$22.9K | 0.01% | 95 |
|
|
2023
Q3 | $52.6K | Buy |
732
+13
| +2% | +$935 | 0.01% | 112 |
|
|
2023
Q2 | $70.4K | Sell |
719
-460
| -39% | -$45K | 0.01% | 96 |
|
|
2023
Q1 | $115K | Buy |
1,179
+674
| +133% | +$66K | 0.02% | 81 |
|
|
2022
Q4 | $51K | Buy |
505
+409
| +426% | +$41.3K | 0.01% | 95 |
|
|
2022
Q3 | $7.86K | Hold |
96
| – | – | ﹤0.01% | 174 |
|
|
2022
Q2 | $9.23K | Buy |
+96
| New | +$9.23K | ﹤0.01% | 174 |
|