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Telemus Capital’s RH RH Stock Holding History

Telemus Capital’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,000
Closed -$771K – 427
2020
Q3 		$771K Buy
+2,000
New +$631K 0.06% 234
2020
Q2 		– Sell
-1,500
Closed -$325K – 401
2020
Q1 		$325K Sell
1,500
-1,000
-40% -$186K 0.03% 299
2019
Q4 		$534K Hold
2,500
– – 0.04% 238
2019
Q3 		$427K Buy
+2,500
New +$356K 0.03% 266
2019
Q1 		– Sell
-6,000
Closed -$719K – 442
2018
Q4 		$719K Hold
6,000
– – 0.06% 217
2018
Q3 		$786K Hold
6,000
– – 0.06% 229
2018
Q2 		$838K Buy
+6,000
New +$650K 0.06% 229
2016
Q4 		– Sell
-36,000
Closed -$1.25M – 340
2016
Q3 		$1.25M Buy
+36,000
New +$1.15M 0.14% 133

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DCP
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DCP
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State Street
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Goldman Sachs
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return