Sugarloaf Wealth Management’s Revvity RVTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$161K Hold
1,444
0.03% 193
2024
Q3
$184K Hold
1,444
0.03% 178
2024
Q2
$151K Hold
1,444
0.03% 191
2024
Q1
$152K Sell
1,444
-95
-6% -$9.98K 0.03% 188
2023
Q4
$168K Buy
1,539
+1
+0.1% +$109 0.04% 166
2023
Q3
$170K Buy
1,538
+1
+0.1% +$111 0.04% 147
2023
Q2
$183K Buy
1,537
+2
+0.1% +$238 0.04% 145
2023
Q1
$205K Sell
1,535
-104
-6% -$13.9K 0.05% 129
2022
Q4
$230K Hold
1,639
0.06% 116
2022
Q3
$198K Buy
+1,639
New +$198K 0.05% 122
2022
Q2
Sell
-1,655
Closed -$289K 810
2022
Q1
$289K Hold
1,655
0.07% 96
2021
Q4
$333K Buy
1,655
+1
+0.1% +$201 0.08% 96
2021
Q3
$287K Buy
1,654
+1
+0.1% +$174 0.08% 104
2021
Q2
$255K Buy
1,653
+1
+0.1% +$154 0.07% 104
2021
Q1
$212 Sell
1,652
-99
-6% -$13 0.06% 116
2020
Q4
$251K Sell
1,751
-99
-5% -$14.2K 0.08% 99
2020
Q3
$232K Buy
1,850
+1
+0.1% +$125 0.08% 97
2020
Q2
$181K Buy
1,849
+2
+0.1% +$196 0.07% 115
2020
Q1
$139K Buy
1,847
+1
+0.1% +$75 0.06% 128
2019
Q4
$179K Buy
+1,846
New +$179K 0.08% 124