RWA
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RGT Wealth Advisors’s Factset FDS Stock Holding History

RGT Wealth Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,117
Closed -$250K – 23
2018
Q3 		$250K Hold
1,117
– – 0.85% 35
2018
Q2 		$221K Sell
1,117
-5
-0.4% -$989 0.71% 36
2018
Q1 		$224K Buy
+1,122
New +$224K 0.11% 93