Heritage Wealth Management (Arizona)’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 | $1.22M | Sell |
12,175
-909
| -7% | -$91.3K | 0.68% | 36 |
|
|
2024
Q1 | $1.28M | Buy |
13,084
+6
| +0% | +$585 | 0.65% | 38 |
|
|
2023
Q4 | $1.1M | Buy |
+13,078
| New | +$1.1M | 0.6% | 38 |
|
|
2022
Q4 | $6.97M | Buy |
69,058
+37,170
| +117% | +$3.75M | 1% | 14 |
|
|
2022
Q3 | $2.61M | Buy |
31,888
+920
| +3% | +$75.3K | 0.84% | 18 |
|
|
2022
Q2 | $2.98M | Sell |
30,968
-954
| -3% | -$91.7K | 0.99% | 15 |
|
|
2022
Q1 | $3.16M | Buy |
+31,922
| New | +$3.16M | 0.85% | 18 |
|
|
2021
Q3 | $2M | Buy |
23,274
+2,824
| +14% | +$243K | 0.71% | 25 |
|
|
2021
Q2 | $1.75M | Buy |
+20,450
| New | +$1.75M | 0.66% | 24 |
|