Focused Wealth Management’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-608
| Closed | -$203K | – | 215 |
|
|
2024
Q3 | $203K | Sell |
608
-56
| -8% | -$18.7K | 0.03% | 173 |
|
|
2024
Q2 | $162K | Buy |
+664
| New | +$162K | 0.02% | 148 |
|
|
2024
Q1 | – | Sell |
-159
| Closed | -$46.3K | – | 745 |
|
|
2023
Q4 | $46.3K | Hold |
159
| – | – | 0.01% | 316 |
|
|
2023
Q3 | $42K | Hold |
159
| – | – | 0.01% | 312 |
|
|
2023
Q2 | $52.4K | Hold |
159
| – | – | 0.01% | 297 |
|
|
2023
Q1 | $38.7K | Hold |
159
| – | – | 0.01% | 345 |
|
|
2022
Q4 | $42.5K | Hold |
159
| – | – | 0.01% | 327 |
|
|
2022
Q3 | $39K | Hold |
159
| – | – | 0.01% | 312 |
|
|
2022
Q2 | $34K | Buy |
159
+149
| +1,490% | +$31.9K | 0.01% | 322 |
|
|
2022
Q1 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 708 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1019 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 1004 |
|
|
2020
Q3 | – | Sell |
-600
| Closed | -$149K | – | 790 |
|
|
2020
Q2 | $149K | Sell |
600
-350
| -37% | -$86.9K | 0.03% | 163 |
|
|
2020
Q1 | $95K | Buy |
+950
| New | +$95K | 0.03% | 206 |
|