RFWA
RPg Family Wealth Advisory’s Visteon VC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,286
| Closed | -$1.14M | – | 269 |
|
|
2018
Q3 | $1.14M | Buy |
12,286
+515
| +4% | +$47.8K | 0.86% | 33 |
|
|
2018
Q2 | $1.52M | Sell |
11,771
-202
| -2% | -$26.1K | 1.18% | 31 |
|
|
2018
Q1 | $1.32M | Buy |
11,973
+152
| +1% | +$16.8K | 1.08% | 31 |
|
|
2017
Q4 | $1.48M | Sell |
11,821
-2,184
| -16% | -$273K | 1.25% | 26 |
|
|
2017
Q3 | $1.73M | Buy |
14,005
+63
| +0.5% | +$7.8K | 1.42% | 28 |
|
|
2017
Q2 | $1.42M | Sell |
13,942
-269
| -2% | -$27.5K | 1.24% | 28 |
|
|
2017
Q1 | $1.39M | Sell |
14,211
-3,667
| -21% | -$359K | 1.15% | 29 |
|
|
2016
Q4 | $1.44M | Buy |
17,878
+1,805
| +11% | +$145K | 1.23% | 26 |
|
|
2016
Q3 | $1.15M | Sell |
16,073
-14,733
| -48% | -$1.06M | 0.82% | 37 |
|
|
2016
Q2 | $2.04M | Buy |
30,806
+15,803
| +105% | +$1.04M | 0.89% | 30 |
|
|
2016
Q1 | $1.19M | Buy |
+15,003
| New | +$1.19M | 0.92% | 33 |
|