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Kolinsky Wealth Management’s RLI Corp RLI Stock Holding History

Kolinsky Wealth Management’s Portfolio RLI Stock Details RLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$247K Hold
3,002
– – 0.15% 134
2024
Q3 		$233K Buy
3,002
+6
+0.2% +$444 0.15% 143
2024
Q2 		$211K Buy
2,996
+4
+0.1% +$286 0.15% 144
2024
Q1 		$222K Buy
+2,992
New +$213K 0.17% 132
2023
Q4 		– Sell
-3,148
Closed -$214K – 142
2023
Q3 		$214K Buy
3,148
+28
+0.9% +$1.89K 0.21% 120
2023
Q2 		$212K Buy
+3,120
New +$207K 0.2% 125

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Neuberger Berman Group
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MG
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Geode Capital Management
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Dimensional Fund Advisors
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PC
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Thrivent Financial for Lutherans
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