IWA
IVC Wealth Advisors’s Republic Services RSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Hold |
6,211
| – | – | 0.75% | 27 |
|
|
2025
Q1 | $1.5M | Sell |
6,211
-87
| -1% | -$21.1K | 0.81% | 25 |
|
|
2024
Q4 | $1.27M | Buy |
6,298
+8
| +0.1% | +$1.61K | 0.71% | 31 |
|
|
2024
Q3 | $1.26M | Sell |
6,290
-177
| -3% | -$35.5K | 0.69% | 35 |
|
|
2024
Q2 | $1.26M | Sell |
6,467
-530
| -8% | -$103K | 0.7% | 34 |
|
|
2024
Q1 | $1.34M | Sell |
6,997
-30
| -0.4% | -$5.74K | 0.77% | 31 |
|
|
2023
Q4 | $1.16M | Sell |
7,027
-100
| -1% | -$16.5K | 0.72% | 32 |
|
|
2023
Q3 | $1.02M | Hold |
7,127
| – | – | 0.68% | 35 |
|
|
2023
Q2 | $1.09M | Sell |
7,127
-128
| -2% | -$19.6K | 0.69% | 36 |
|
|
2023
Q1 | $981K | Sell |
7,255
-225
| -3% | -$30.4K | 0.7% | 34 |
|
|
2022
Q4 | $965K | Sell |
7,480
-146
| -2% | -$18.8K | 0.71% | 39 |
|
|
2022
Q3 | $1.04M | Sell |
7,626
-30
| -0.4% | -$4.08K | 0.83% | 29 |
|
|
2022
Q2 | $1M | Sell |
7,656
-4,559
| -37% | -$597K | 0.78% | 34 |
|
|
2022
Q1 | $1.62M | Sell |
12,215
-156
| -1% | -$20.7K | 1.06% | 19 |
|
|
2021
Q4 | $1.73M | Sell |
12,371
-938
| -7% | -$131K | 1.11% | 16 |
|
|
2021
Q3 | $1.6M | Buy |
13,309
+564
| +4% | +$67.7K | 1.1% | 17 |
|
|
2021
Q2 | $1.4M | Sell |
12,745
-53
| -0.4% | -$5.83K | 0.99% | 23 |
|
|
2021
Q1 | $1.27M | Buy |
12,798
+243
| +2% | +$24.1K | 1% | 25 |
|
|
2020
Q4 | $1.21M | Buy |
+12,555
| New | +$1.21M | 1.15% | 19 |
|