Oxford Financial Group’s ReNew RNW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-13,001
| Closed | -$78K | – | 330 |
|
2024
Q1 | $78K | Hold |
13,001
| – | – | 0.01% | 241 |
|
2023
Q4 | $99.6K | Hold |
13,001
| – | – | 0.01% | 250 |
|
2023
Q3 | $70.6K | Hold |
13,001
| – | – | 0.01% | 234 |
|
2023
Q2 | $71.2K | Hold |
13,001
| – | – | 0.01% | 251 |
|
2023
Q1 | $73.1K | Hold |
13,001
| – | – | 0.01% | 211 |
|
2022
Q4 | $71.5K | Hold |
13,001
| – | – | 0.01% | 209 |
|
2022
Q3 | $78K | Hold |
13,001
| – | – | 0.01% | 191 |
|
2022
Q2 | $84K | Sell |
13,001
-85,501
| -87% | -$552K | 0.01% | 209 |
|
2022
Q1 | $810K | Hold |
98,502
| – | – | 0.1% | 88 |
|
2021
Q4 | $766K | Buy |
+98,502
| New | +$766K | 0.09% | 95 |
|