SDWMA
Schneider Downs Wealth Management Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
2,473
-165
| -6% | -$24.1K | 0.05% | 109 |
|
|
2025
Q1 | $349K | Hold |
2,638
| – | – | 0.06% | 105 |
|
|
2024
Q4 | $305K | Hold |
2,638
| – | – | 0.06% | 111 |
|
|
2024
Q3 | $320K | Hold |
2,638
| – | – | 0.07% | 108 |
|
|
2024
Q2 | $265K | Sell |
2,638
-123
| -4% | -$12.3K | 0.06% | 110 |
|
|
2024
Q1 | $269K | Buy |
+2,761
| New | +$269K | 0.06% | 109 |
|
|
2022
Q3 | – | Sell |
-3,081
| Closed | -$296K | – | 142 |
|
|
2022
Q2 | $296K | Sell |
3,081
-66
| -2% | -$6.34K | 0.08% | 99 |
|
|
2022
Q1 | $312K | Sell |
3,147
-816
| -21% | -$80.9K | 0.08% | 103 |
|
|
2021
Q4 | $341K | Sell |
3,963
-49
| -1% | -$4.22K | 0.08% | 106 |
|
|
2021
Q3 | $345K | Buy |
4,012
+669
| +20% | +$57.5K | 0.09% | 94 |
|
|
2021
Q2 | $285K | Buy |
3,343
+43
| +1% | +$3.67K | 0.07% | 106 |
|
|
2021
Q1 | $255K | Buy |
+3,300
| New | +$255K | 0.06% | 112 |
|