Lido Advisors’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,772
| Closed | -$431K | – | 1101 |
|
|
2023
Q1 | $431K | Sell |
1,772
-34
| -2% | -$8.28K | ﹤0.01% | 665 |
|
|
2022
Q4 | $483K | Buy |
+1,806
| New | +$483K | 0.01% | 539 |
|
|
2022
Q2 | – | Sell |
-670
| Closed | -$218K | – | 924 |
|
|
2022
Q1 | $218K | Buy |
670
+104
| +18% | +$33.8K | ﹤0.01% | 820 |
|
|
2021
Q4 | $303K | Sell |
566
-180
| -24% | -$96.4K | ﹤0.01% | 708 |
|
|
2021
Q3 | $497K | Buy |
746
+105
| +16% | +$70K | 0.01% | 523 |
|
|
2021
Q2 | $435K | Sell |
641
-219
| -25% | -$149K | 0.01% | 503 |
|
|
2021
Q1 | $513K | Sell |
860
-76
| -8% | -$45.3K | 0.01% | 432 |
|
|
2020
Q4 | $418K | Buy |
936
+265
| +39% | +$118K | 0.01% | 463 |
|
|
2020
Q3 | $257K | Sell |
671
-756
| -53% | -$290K | 0.01% | 460 |
|
|
2020
Q2 | $355K | Buy |
+1,427
| New | +$355K | 0.01% | 361 |
|
|
2020
Q1 | – | Sell |
-1,496
| Closed | -$319K | – | 590 |
|
|
2019
Q4 | $319K | Buy |
+1,496
| New | +$319K | 0.01% | 429 |
|
|
2019
Q1 | – | Sell |
-2,523
| Closed | -$302K | – | 500 |
|
|
2018
Q4 | $302K | Buy |
+2,523
| New | +$302K | 0.03% | 287 |
|