SWM
Selective Wealth Management’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-202
| Closed | -$17K | – | 601 |
|
|
2022
Q3 | $17K | Sell |
202
-366
| -64% | -$30.8K | 0.01% | 452 |
|
|
2022
Q2 | $55K | Hold |
568
| – | – | 0.02% | 308 |
|
|
2022
Q1 | $56K | Hold |
568
| – | – | 0.02% | 286 |
|
|
2021
Q4 | $49K | Hold |
568
| – | – | 0.02% | 273 |
|
|
2021
Q3 | $49K | Sell |
568
-147
| -21% | -$12.7K | 0.03% | 256 |
|
|
2021
Q2 | $61K | Hold |
715
| – | – | 0.05% | 171 |
|
|
2021
Q1 | $55K | Hold |
715
| – | – | 0.05% | 120 |
|
|
2020
Q4 | $51K | Hold |
715
| – | – | 0.03% | 109 |
|
|
2020
Q3 | $41K | Sell |
715
-53
| -7% | -$3.04K | 0.03% | 108 |
|
|
2020
Q2 | $47K | Buy |
768
+699
| +1,013% | +$42.8K | 0.04% | 110 |
|
|
2020
Q1 | $7K | Hold |
69
| – | – | 0.01% | 178 |
|
|
2019
Q4 | $10K | Hold |
69
| – | – | 0.01% | 162 |
|
|
2019
Q3 | $9K | Buy |
+69
| New | +$9K | 0.01% | 175 |
|