SWA
Sax Wealth Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Buy |
+5,894
| New | +$861K | 0.05% | 189 |
|
|
2025
Q1 | – | Sell |
-3,736
| Closed | -$432K | – | 383 |
|
|
2024
Q4 | $432K | Buy |
+3,736
| New | +$432K | 0.03% | 209 |
|
|
2024
Q3 | – | Sell |
-2,378
| Closed | -$239K | – | 312 |
|
|
2024
Q2 | $239K | Buy |
+2,378
| New | +$239K | 0.02% | 244 |
|