Sugarloaf Wealth Management’s Resideo Technologies REZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9
| Closed | -$176 | – | 708 |
|
|
2024
Q2 | $176 | Hold |
9
| – | – | ﹤0.01% | 645 |
|
|
2024
Q1 | $202 | Hold |
9
| – | – | ﹤0.01% | 654 |
|
|
2023
Q4 | $169 | Hold |
9
| – | – | ﹤0.01% | 665 |
|
|
2023
Q3 | $142 | Hold |
9
| – | – | ﹤0.01% | 667 |
|
|
2023
Q2 | $159 | Sell |
9
-4
| -31% | -$71 | ﹤0.01% | 674 |
|
|
2023
Q1 | $238 | Hold |
13
| – | – | ﹤0.01% | 676 |
|
|
2022
Q4 | $214 | Hold |
13
| – | – | ﹤0.01% | 757 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 784 |
|
|
2022
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 809 |
|
|
2022
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 758 |
|
|
2021
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 776 |
|
|
2021
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 789 |
|
|
2021
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 774 |
|
|
2021
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 773 |
|
|
2020
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 743 |
|
|
2020
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 711 |
|
|
2020
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 720 |
|
|
2020
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 741 |
|
|
2019
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 719 |
|