SWM
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Shelton Wealth Management’s RH RH Stock Holding History

Shelton Wealth Management’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,503
Closed -$821K – 141
2025
Q1 		$821K Sell
3,503
-803
-19% -$188K 0.45% 74
2024
Q4 		$1.69M Buy
+4,306
New +$1.69M 0.88% 25