HWA
HHM Wealth Advisors’s Rambus RMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
3,364
-165
| -5% | -$10.6K | 0.03% | 192 |
|
|
2025
Q1 | $183K | Hold |
3,529
| – | – | 0.02% | 194 |
|
|
2024
Q4 | $187K | Buy |
3,529
+29
| +0.8% | +$1.53K | 0.03% | 192 |
|
|
2024
Q3 | $148K | Hold |
3,500
| – | – | 0.02% | 213 |
|
|
2024
Q2 | $206K | Hold |
3,500
| – | – | 0.03% | 167 |
|
|
2024
Q1 | $216K | Hold |
3,500
| – | – | 0.04% | 138 |
|
|
2023
Q4 | $239K | Hold |
3,500
| – | – | 0.04% | 127 |
|
|
2023
Q3 | $195K | Hold |
3,500
| – | – | 0.04% | 131 |
|
|
2023
Q2 | $225K | Hold |
3,500
| – | – | 0.04% | 130 |
|
|
2023
Q1 | $179K | Hold |
3,500
| – | – | 0.04% | 137 |
|
|
2022
Q4 | $125K | Hold |
3,500
| – | – | 0.03% | 159 |
|
|
2022
Q3 | $89K | Hold |
3,500
| – | – | 0.02% | 174 |
|
|
2022
Q2 | $75K | Hold |
3,500
| – | – | 0.02% | 221 |
|
|
2022
Q1 | $112K | Hold |
3,500
| – | – | 0.03% | 209 |
|
|
2021
Q4 | $103K | Hold |
3,500
| – | – | 0.02% | 213 |
|
|
2021
Q3 | $78K | Hold |
3,500
| – | – | 0.02% | 239 |
|
|
2021
Q2 | $83K | Hold |
3,500
| – | – | 0.02% | 227 |
|
|
2021
Q1 | $68K | Hold |
3,500
| – | – | 0.02% | 236 |
|
|
2020
Q4 | $61K | Buy |
+3,500
| New | +$61K | 0.02% | 235 |
|