Pathstone Family Office’s RLI Corp RLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $336K | Buy |
+4,938
| New | +$336K | ﹤0.01% | 1242 |
|
|
2023
Q1 | – | Sell |
-20,752
| Closed | -$886K | – | 1439 |
|
|
2022
Q4 | $886K | Buy |
20,752
+10,758
| +108% | +$459K | 0.01% | 844 |
|
|
2022
Q3 | $511K | Buy |
9,994
+6,162
| +161% | +$315K | ﹤0.01% | 1066 |
|
|
2022
Q2 | $223K | Buy |
+3,832
| New | +$223K | ﹤0.01% | 915 |
|
|
2017
Q2 | – | Sell |
-38
| Closed | -$1K | – | 595 |
|
|
2017
Q1 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 508 |
|