Sugarloaf Wealth Management’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18.5K | Hold |
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|
2024
Q3 | $15.7K | Hold |
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|
2024
Q2 | $11.5K | Hold |
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|
2024
Q1 | $16.4K | Hold |
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|
2023
Q4 | $13.7K | Hold |
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|
2023
Q3 | $12.4K | Hold |
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|
2023
Q2 | $15.5K | Hold |
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|
2023
Q1 | $11.4K | Hold |
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|
2022
Q4 | $12.6K | Sell |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $56K | Hold |
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|
2022
Q1 | $86K | Buy |
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|
2021
Q4 | $120K | Buy |
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|
2021
Q3 | $129K | Buy |
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|
2021
Q2 | $128K | Buy |
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|
2021
Q1 | $109 | Sell |
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|
2020
Q4 | $96K | Buy |
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|
2020
Q3 | $75K | Sell |
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|
2020
Q2 | $61K | Sell |
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|
2020
Q1 | $47K | Buy |
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|
2019
Q4 | $43K | Buy |
|