Sugarloaf Wealth Management’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18.5K | Hold |
47
| – | – | ﹤0.01% | 415 |
|
|
2024
Q3 | $15.7K | Hold |
47
| – | – | ﹤0.01% | 450 |
|
|
2024
Q2 | $11.5K | Hold |
47
| – | – | ﹤0.01% | 461 |
|
|
2024
Q1 | $16.4K | Hold |
47
| – | – | ﹤0.01% | 434 |
|
|
2023
Q4 | $13.7K | Hold |
47
| – | – | ﹤0.01% | 451 |
|
|
2023
Q3 | $12.4K | Hold |
47
| – | – | ﹤0.01% | 439 |
|
|
2023
Q2 | $15.5K | Hold |
47
| – | – | ﹤0.01% | 423 |
|
|
2023
Q1 | $11.4K | Hold |
47
| – | – | ﹤0.01% | 457 |
|
|
2022
Q4 | $12.6K | Sell |
47
-16
| -25% | -$4.28K | ﹤0.01% | 468 |
|
|
2022
Q3 | $16K | Sell |
63
-200
| -76% | -$50.8K | ﹤0.01% | 446 |
|
|
2022
Q2 | $56K | Hold |
263
| – | – | 0.01% | 263 |
|
|
2022
Q1 | $86K | Buy |
263
+40
| +18% | +$13.1K | 0.02% | 205 |
|
|
2021
Q4 | $120K | Buy |
223
+30
| +16% | +$16.1K | 0.03% | 177 |
|
|
2021
Q3 | $129K | Buy |
193
+5
| +3% | +$3.34K | 0.03% | 161 |
|
|
2021
Q2 | $128K | Buy |
188
+6
| +3% | +$4.09K | 0.03% | 158 |
|
|
2021
Q1 | $109 | Sell |
182
-33
| -15% | -$20 | 0.03% | 174 |
|
|
2020
Q4 | $96K | Buy |
215
+20
| +10% | +$8.93K | 0.03% | 181 |
|
|
2020
Q3 | $75K | Sell |
195
-50
| -20% | -$19.2K | 0.03% | 183 |
|
|
2020
Q2 | $61K | Sell |
245
-225
| -48% | -$56K | 0.02% | 209 |
|
|
2020
Q1 | $47K | Buy |
470
+270
| +135% | +$27K | 0.02% | 228 |
|
|
2019
Q4 | $43K | Buy |
+200
| New | +$43K | 0.02% | 267 |
|