RhumbLine Advisers’s FiscalNote NOTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,801
| Closed | -$46.5K | – | 4220 |
|
2025
Q1 | $46.5K | Sell |
4,801
-193
| -4% | -$1.87K | ﹤0.01% | 3594 |
|
2024
Q4 | $64.1K | Buy |
4,994
+448
| +10% | +$5.75K | ﹤0.01% | 3597 |
|
2024
Q3 | $69.8K | Sell |
4,546
-15
| -0.3% | -$230 | ﹤0.01% | 3610 |
|
2024
Q2 | $79.9K | Sell |
4,561
-846
| -16% | -$14.8K | ﹤0.01% | 3578 |
|
2024
Q1 | $86.3K | Buy |
5,407
+70
| +1% | +$1.12K | ﹤0.01% | 3479 |
|
2023
Q4 | $73K | Hold |
5,337
| – | – | ﹤0.01% | 3546 |
|
2023
Q3 | $133K | Buy |
5,337
+209
| +4% | +$5.22K | ﹤0.01% | 3362 |
|
2023
Q2 | $224K | Buy |
+5,128
| New | +$224K | ﹤0.01% | 3182 |
|