TW
Transform Wealth’s RPM International RPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,784
| Closed | -$281K | – | 227 |
|
|
2021
Q4 | $281K | Sell |
2,784
-386
| -12% | -$39K | 0.03% | 191 |
|
|
2021
Q3 | $246K | Sell |
3,170
-182
| -5% | -$14.1K | 0.03% | 204 |
|
|
2021
Q2 | $297K | Buy |
3,352
+54
| +2% | +$4.79K | 0.04% | 203 |
|
|
2021
Q1 | $303K | Buy |
3,298
+162
| +5% | +$14.9K | 0.06% | 184 |
|
|
2020
Q4 | $285K | Buy |
3,136
+23
| +0.7% | +$2.09K | 0.06% | 182 |
|
|
2020
Q3 | $258K | Sell |
3,113
-105
| -3% | -$8.7K | 0.04% | 190 |
|
|
2020
Q2 | $242K | Buy |
+3,218
| New | +$242K | 0.04% | 200 |
|
|
2020
Q1 | – | Sell |
-3,088
| Closed | -$237K | – | 231 |
|
|
2019
Q4 | $237K | Buy |
3,088
+17
| +0.6% | +$1.31K | 0.04% | 207 |
|
|
2019
Q3 | $211K | Sell |
3,071
-3,019
| -50% | -$207K | 0.04% | 200 |
|
|
2019
Q2 | $372K | Buy |
+6,090
| New | +$372K | 0.05% | 191 |
|
|
2017
Q2 | – | Sell |
-8,014
| Closed | -$441K | – | 141 |
|
|
2017
Q1 | $441K | Sell |
8,014
-245
| -3% | -$13.5K | 0.17% | 158 |
|
|
2016
Q4 | $445K | Buy |
8,259
+717
| +10% | +$38.6K | 0.18% | 157 |
|
|
2016
Q3 | $405K | Buy |
7,542
+398
| +6% | +$21.4K | 0.17% | 153 |
|
|
2016
Q2 | $357K | Buy |
+7,144
| New | +$357K | 0.15% | 162 |
|