Plante Moran Financial Advisors’s Resideo Technologies REZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28
| Closed | -$461 | – | 916 |
|
|
2022
Q4 | $461 | Buy |
+28
| New | +$461 | ﹤0.01% | 795 |
|
|
2021
Q1 | – | Sell |
-40
| Closed | -$1K | – | 1114 |
|
|
2020
Q4 | $1K | Sell |
40
-50
| -56% | -$1.25K | ﹤0.01% | 848 |
|
|
2020
Q3 | $1K | Sell |
90
-165
| -65% | -$1.83K | ﹤0.01% | 816 |
|
|
2020
Q2 | $3K | Hold |
255
| – | – | ﹤0.01% | 633 |
|
|
2020
Q1 | $1K | Sell |
255
-16
| -6% | -$63 | ﹤0.01% | 703 |
|
|
2019
Q4 | $3K | Sell |
271
-190
| -41% | -$2.1K | ﹤0.01% | 664 |
|
|
2019
Q3 | $7K | Hold |
461
| – | – | ﹤0.01% | 651 |
|
|
2019
Q2 | $10K | Sell |
461
-107
| -19% | -$2.32K | ﹤0.01% | 568 |
|
|
2019
Q1 | $11K | Sell |
568
-34
| -6% | -$658 | ﹤0.01% | 539 |
|
|
2018
Q4 | $12K | Buy |
+602
| New | +$12K | ﹤0.01% | 481 |
|