Laird Norton Wetherby Wealth Management’s RPT Realty Common Shares of Beneficial Interest (MD) RPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,434
| Closed | -$74K | – | 896 |
|
|
2020
Q3 | $74K | Sell |
13,434
-313
| -2% | -$1.72K | 0.01% | 706 |
|
|
2020
Q2 | $96K | Sell |
13,747
-4,917
| -26% | -$34.3K | 0.01% | 700 |
|
|
2020
Q1 | $113K | Buy |
18,664
+153
| +0.8% | +$926 | 0.01% | 626 |
|
|
2019
Q4 | $279K | Hold |
18,511
| – | – | 0.03% | 557 |
|
|
2019
Q3 | $251K | Buy |
18,511
+3
| +0% | +$41 | 0.03% | 596 |
|
|
2019
Q2 | $224K | Buy |
+18,508
| New | +$224K | 0.02% | 619 |
|