RWA
RGT Wealth Advisors’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,793
| Closed | -$453K | – | 21 |
|
|
2018
Q3 | $453K | Buy |
8,793
+72
| +0.8% | +$3.71K | 1.53% | 19 |
|
|
2018
Q2 | $493K | Buy |
8,721
+179
| +2% | +$10.1K | 1.58% | 14 |
|
|
2018
Q1 | $435K | Buy |
8,542
+290
| +4% | +$14.8K | 0.21% | 47 |
|
|
2017
Q4 | $356K | Buy |
8,252
+60
| +0.7% | +$2.59K | 0.19% | 53 |
|
|
2017
Q3 | $282K | Hold |
8,192
| – | – | 0.19% | 61 |
|
|
2017
Q2 | $260K | Buy |
8,192
+3,900
| +91% | +$124K | 0.18% | 61 |
|
|
2017
Q1 | $266K | Buy |
+4,292
| New | +$266K | 0.18% | 66 |
|