Kingswood Wealth Advisors’s Republic Services RSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,201
| Closed | -$442K | – | 884 |
|
|
2024
Q3 | $442K | Buy |
2,201
+229
| +12% | +$46K | 0.03% | 486 |
|
|
2024
Q2 | $383K | Sell |
1,972
-100
| -5% | -$19.4K | 0.03% | 455 |
|
|
2024
Q1 | $397K | Sell |
2,072
-12
| -0.6% | -$2.3K | 0.05% | 406 |
|
|
2023
Q4 | $344K | Sell |
2,084
-255
| -11% | -$42.1K | 0.04% | 430 |
|
|
2023
Q3 | $333K | Buy |
+2,339
| New | +$333K | 0.06% | 311 |
|