HWA
Heartwood Wealth Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
2,777
+144
| +5% | +$21K | 0.04% | 119 |
|
|
2025
Q1 | $349K | Hold |
2,633
| – | – | 0.04% | 122 |
|
|
2024
Q4 | $305K | Hold |
2,633
| – | – | 0.03% | 131 |
|
|
2024
Q3 | $319K | Sell |
2,633
-270
| -9% | -$32.7K | 0.04% | 132 |
|
|
2024
Q2 | $291K | Buy |
2,903
+270
| +10% | +$27.1K | 0.03% | 136 |
|
|
2024
Q1 | $257K | Hold |
2,633
| – | – | 0.03% | 127 |
|
|
2023
Q4 | $222K | Buy |
+2,633
| New | +$222K | 0.03% | 132 |
|
|
2023
Q3 | – | Sell |
-2,233
| Closed | -$219K | – | 143 |
|
|
2023
Q2 | $219K | Buy |
+2,233
| New | +$219K | 0.03% | 125 |
|