TFO Wealth Partners’s RLI Corp RLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$297 | – | 610 |
|
|
2024
Q1 | $297 | Hold |
4
| – | – | ﹤0.01% | 401 |
|
|
2023
Q4 | $266 | Hold |
4
| – | – | ﹤0.01% | 550 |
|
|
2023
Q3 | $273 | Hold |
4
| – | – | ﹤0.01% | 695 |
|
|
2023
Q2 | $273 | Hold |
4
| – | – | ﹤0.01% | 429 |
|
|
2023
Q1 | $266 | Sell |
4
-58
| -94% | -$3.86K | ﹤0.01% | 406 |
|
|
2022
Q4 | $1.41K | Buy |
+62
| New | +$1.41K | ﹤0.01% | 304 |
|