Summit Wealth & Retirement Planning’s LiveRamp RAMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,295
| Closed | -$201K | – | 88 |
|
|
2021
Q2 | $201K | Sell |
4,295
-120
| -3% | -$5.62K | 0.07% | 78 |
|
|
2021
Q1 | $229K | Sell |
4,415
-2,233
| -34% | -$116K | 0.09% | 92 |
|
|
2020
Q4 | $487K | Sell |
6,648
-2,776
| -29% | -$203K | 0.18% | 83 |
|
|
2020
Q3 | $488K | Sell |
9,424
-598
| -6% | -$31K | 0.21% | 74 |
|
|
2020
Q2 | $426K | Sell |
10,022
-595
| -6% | -$25.3K | 0.2% | 80 |
|
|
2020
Q1 | $350K | Buy |
10,617
+1,586
| +18% | +$52.3K | 0.19% | 83 |
|
|
2019
Q4 | $434K | Sell |
9,031
-45
| -0.5% | -$2.16K | 0.19% | 91 |
|
|
2019
Q3 | $390K | Buy |
+9,076
| New | +$390K | 0.24% | 84 |
|