Hefty Wealth Partners’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $720K | Sell |
9,091
-179
| -2% | -$14.2K | 0.46% | 68 |
|
|
2017
Q4 | $744K | Hold |
9,270
| – | – | 0.46% | 68 |
|
|
2017
Q3 | $677K | Buy |
9,270
+179
| +2% | +$13.1K | 0.45% | 60 |
|
|
2017
Q2 | $698K | Hold |
9,091
| – | – | 0.48% | 62 |
|
|
2017
Q1 | $641K | Hold |
9,091
| – | – | 0.47% | 73 |
|
|
2016
Q4 | $627K | Hold |
9,091
| – | – | 0.53% | 53 |
|
|
2016
Q3 | $581K | Buy |
9,091
+1,146
| +14% | +$73.2K | 0.44% | 69 |
|
|
2016
Q2 | $512K | Hold |
7,945
| – | – | 0.42% | 69 |
|
|
2016
Q1 | $500K | Hold |
7,945
| – | – | 0.47% | 67 |
|
|
2015
Q4 | $480K | Buy |
+7,945
| New | +$480K | 0.46% | 73 |
|