SPWG
Sage Private Wealth Group’s Ralph Lauren RL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,301
| Closed | -$365K | – | 151 |
|
|
2022
Q3 | $365K | Buy |
4,301
+16
| +0.4% | +$1.36K | 0.48% | 18 |
|
|
2022
Q2 | $384K | Sell |
4,285
-276
| -6% | -$24.7K | 0.55% | 16 |
|
|
2022
Q1 | $518K | Buy |
4,561
+64
| +1% | +$7.27K | 0.5% | 15 |
|
|
2021
Q4 | $534K | Buy |
4,497
+199
| +5% | +$23.6K | 0.66% | 14 |
|
|
2021
Q3 | $477K | Sell |
4,298
-78
| -2% | -$8.66K | 0.66% | 13 |
|
|
2021
Q2 | $516K | Hold |
4,376
| – | – | 0.7% | 13 |
|
|
2021
Q1 | $539K | Buy |
+4,376
| New | +$539K | 0.93% | 9 |
|