Jackson Wealth Management’s RingCentral RNG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-21,427
| Closed | -$30K | – | 121 |
|
2021
Q3 | $30K | Buy |
21,427
+11,593
| +118% | +$16.2K | 0.36% | 50 |
|
2021
Q2 | $2.86M | Buy |
9,834
+1,492
| +18% | +$434K | 0.36% | 72 |
|
2021
Q1 | $2.49M | Buy |
8,342
+394
| +5% | +$117K | 0.37% | 70 |
|
2020
Q4 | $3.01M | Buy |
7,948
+399
| +5% | +$151K | 0.41% | 61 |
|
2020
Q3 | $2.07M | Buy |
7,549
+1,538
| +26% | +$422K | 0.31% | 68 |
|
2020
Q2 | $1.71M | Buy |
6,011
+817
| +16% | +$233K | 0.3% | 73 |
|
2020
Q1 | $1.43M | Buy |
+5,194
| New | +$1.43M | 0.3% | 69 |
|