SFWA
RBS.PRH.CL
Summit Financial Wealth Advisors’s Royal Bank Of Scotland Group RBS.PRH.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-48,550
| Closed | -$1.29M | – | 156 |
|
|
2017
Q2 | $1.29M | Sell |
48,550
-2,650
| -5% | -$70.4K | 0.51% | 54 |
|
|
2017
Q1 | $1.32M | Sell |
51,200
-3,000
| -6% | -$77.2K | 0.58% | 50 |
|
|
2016
Q4 | $1.37M | Buy |
54,200
+4,000
| +8% | +$101K | 0.6% | 48 |
|
|
2016
Q3 | $1.28M | Sell |
50,200
-10,000
| -17% | -$255K | 0.55% | 48 |
|
|
2016
Q2 | $1.53M | Sell |
60,200
-1,400
| -2% | -$35.7K | 0.64% | 41 |
|
|
2016
Q1 | $1.59M | Buy |
61,600
+200
| +0.3% | +$5.16K | 0.7% | 39 |
|
|
2015
Q4 | $1.59M | Buy |
61,400
+1,350
| +2% | +$34.9K | 0.73% | 40 |
|
|
2015
Q3 | $1.52M | Buy |
60,050
+1,450
| +2% | +$36.8K | 0.98% | 34 |
|
|
2015
Q2 | $1.49M | Buy |
+58,600
| New | +$1.49M | 0.92% | 33 |
|