Maripau Wealth Management’s RiverFront Dynamic Core Income RFCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-11,212
| Closed | -$252K | – | 105 |
|
2023
Q1 | $252K | Sell |
11,212
-270
| -2% | -$6.07K | 0.26% | 67 |
|
2022
Q4 | $260K | Sell |
11,482
-70
| -0.6% | -$1.59K | 0.27% | 63 |
|
2022
Q3 | $251K | Buy |
11,552
+403
| +4% | +$8.76K | 0.27% | 68 |
|
2022
Q2 | $258K | Buy |
11,149
+649
| +6% | +$15K | 0.28% | 64 |
|
2022
Q1 | $242K | Buy |
+10,500
| New | +$242K | 0.22% | 78 |
|