One Wealth Advisors’s RLI Corp RLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,702
| Closed | -$112K | – | 501 |
|
|
2022
Q4 | $112K | Buy |
+1,702
| New | +$112K | 0.03% | 274 |
|
|
2019
Q2 | – | Sell |
-2,182
| Closed | -$78K | – | 410 |
|
|
2019
Q1 | $78K | Buy |
+2,182
| New | +$78K | 0.06% | 199 |
|
|
2018
Q4 | – | Sell |
-2,286
| Closed | -$90K | – | 394 |
|
|
2018
Q3 | $90K | Sell |
2,286
-34
| -1% | -$1.34K | 0.07% | 202 |
|
|
2018
Q2 | $77K | Hold |
2,320
| – | – | 0.06% | 216 |
|
|
2018
Q1 | $74K | Sell |
2,320
-28
| -1% | -$893 | 0.07% | 209 |
|
|
2017
Q4 | $71K | Buy |
+2,348
| New | +$71K | 0.06% | 247 |
|