LWM
LBA Wealth Management’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $816K | Sell |
7,274
-492
| -6% | -$55.2K | 0.43% | 43 |
|
|
2016
Q4 | $851K | Buy |
7,766
+410
| +6% | +$44.9K | 0.47% | 38 |
|
|
2016
Q3 | $747K | Buy |
7,356
+31
| +0.4% | +$3.15K | 0.42% | 41 |
|
|
2016
Q2 | $751K | Sell |
7,325
-125
| -2% | -$12.8K | 0.42% | 43 |
|
|
2016
Q1 | $746K | Sell |
7,450
-255
| -3% | -$25.5K | 0.43% | 44 |
|
|
2015
Q4 | $740K | Sell |
7,705
-758
| -9% | -$72.8K | 0.43% | 44 |
|
|
2015
Q3 | $753K | Sell |
8,463
-101
| -1% | -$8.99K | 0.47% | 35 |
|
|
2015
Q2 | $950K | Hold |
8,564
| – | – | 0.6% | 33 |
|
|
2015
Q1 | $1M | Hold |
8,564
| – | – | 0.63% | 31 |
|
|
2014
Q4 | $985K | Sell |
8,564
-676
| -7% | -$77.8K | 0.65% | 32 |
|
|
2014
Q3 | $976K | Buy |
9,240
+26
| +0.3% | +$2.75K | 0.68% | 33 |
|
|
2014
Q2 | $1.06M | Sell |
9,214
-200
| -2% | -$23.1K | 0.87% | 28 |
|
|
2014
Q1 | $1.1M | Sell |
9,414
-67
| -0.7% | -$7.83K | 0.9% | 25 |
|
|
2013
Q4 | $1.08M | Buy |
+9,481
| New | +$1.08M | 0.89% | 26 |
|