RWM
RKL Wealth Management’s Masco MAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-30,351
| Closed | -$1.05M | – | 114 |
|
|
2020
Q1 | $1.05M | Sell |
30,351
-1,583
| -5% | -$54.7K | 0.22% | 60 |
|
|
2019
Q4 | $1.53M | Sell |
31,934
-1,097
| -3% | -$52.7K | 0.28% | 61 |
|
|
2019
Q3 | $1.38M | Sell |
33,031
-361
| -1% | -$15K | 0.26% | 63 |
|
|
2019
Q2 | $1.31M | Sell |
33,392
-23
| -0.1% | -$900 | 0.24% | 64 |
|
|
2019
Q1 | $1.31M | Buy |
33,415
+47
| +0.1% | +$1.84K | 0.26% | 63 |
|
|
2018
Q4 | $973K | Buy |
33,368
+253
| +0.8% | +$7.38K | 0.22% | 73 |
|
|
2018
Q3 | $1.22M | Buy |
33,115
+335
| +1% | +$12.4K | 0.26% | 72 |
|
|
2018
Q2 | $1.24M | Buy |
32,780
+139
| +0.4% | +$5.24K | 0.28% | 71 |
|
|
2018
Q1 | $1.32M | Buy |
32,641
+1,890
| +6% | +$76.2K | 0.31% | 66 |
|
|
2017
Q4 | $1.36M | Buy |
30,751
+2,184
| +8% | +$96.9K | 0.34% | 61 |
|
|
2017
Q3 | $1.11M | Buy |
28,567
+4,744
| +20% | +$184K | 0.31% | 66 |
|
|
2017
Q2 | $915K | Buy |
23,823
+7,271
| +44% | +$279K | 0.29% | 70 |
|
|
2017
Q1 | $562K | Buy |
16,552
+9,276
| +127% | +$315K | 0.23% | 76 |
|
|
2016
Q4 | $230K | Buy |
+7,276
| New | +$230K | 0.11% | 90 |
|