Institute for Wealth Management’s Royalty Pharma RPRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,540
| Closed | -$270K | – | 556 |
|
|
2024
Q3 | $270K | Sell |
9,540
-708
| -7% | -$20K | 0.03% | 443 |
|
|
2024
Q2 | $270K | Hold |
10,248
| – | – | 0.04% | 409 |
|
|
2024
Q1 | $311K | Buy |
10,248
+1,807
| +21% | +$54.9K | 0.04% | 377 |
|
|
2023
Q4 | $237K | Buy |
+8,441
| New | +$237K | 0.04% | 420 |
|