Harvest Group Wealth Management’s RLI Corp RLI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-44
| Closed | -$2K | – | 559 |
|
2020
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 374 |
|
2020
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 366 |
|
2020
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 407 |
|
2020
Q1 | $1K | Sell |
44
-244
| -85% | -$5.55K | ﹤0.01% | 415 |
|
2019
Q4 | $12K | Sell |
288
-4
| -1% | -$167 | 0.01% | 216 |
|
2019
Q3 | $14K | Sell |
292
-34
| -10% | -$1.63K | 0.02% | 211 |
|
2019
Q2 | $13K | Hold |
326
| – | – | 0.02% | 195 |
|
2019
Q1 | $12K | Buy |
+326
| New | +$12K | 0.01% | 215 |
|