SFWA
RBS.PRL.CL
Summit Financial Wealth Advisors’s Royal Bank Of Scotland Group Plc RBS.PRL.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-15,950
| Closed | -$404K | – | 157 |
|
|
2017
Q2 | $404K | Sell |
15,950
-600
| -4% | -$15.2K | 0.16% | 99 |
|
|
2017
Q1 | $415K | Sell |
16,550
-300
| -2% | -$7.52K | 0.18% | 100 |
|
|
2016
Q4 | $401K | Hold |
16,850
| – | – | 0.18% | 102 |
|
|
2016
Q3 | $423K | Sell |
16,850
-1,300
| -7% | -$32.6K | 0.18% | 99 |
|
|
2016
Q2 | $450K | Sell |
18,150
-800
| -4% | -$19.8K | 0.19% | 93 |
|
|
2016
Q1 | $459K | Hold |
18,950
| – | – | 0.2% | 89 |
|
|
2015
Q4 | $473K | Buy |
18,950
+300
| +2% | +$7.49K | 0.22% | 87 |
|
|
2015
Q3 | $452K | Sell |
18,650
-150
| -0.8% | -$3.64K | 0.29% | 58 |
|
|
2015
Q2 | $455K | Buy |
+18,800
| New | +$455K | 0.28% | 58 |
|