TCPWM
Traverso Chambers Private Wealth Management’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $764K | Sell |
9,077
-46
| -0.5% | -$3.87K | 0.19% | 63 |
|
|
2023
Q3 | $657K | Buy |
9,123
+71
| +0.8% | +$5.11K | 0.18% | 63 |
|
|
2023
Q2 | $887K | Hold |
9,052
| – | – | 0.23% | 55 |
|
|
2023
Q1 | $886K | Buy |
9,052
+24
| +0.3% | +$2.35K | 0.24% | 54 |
|
|
2022
Q4 | $911K | Sell |
9,028
-81
| -0.9% | -$8.18K | 0.26% | 52 |
|
|
2022
Q3 | $746K | Hold |
9,109
| – | – | 0.23% | 56 |
|
|
2022
Q2 | $875K | Buy |
9,109
+172
| +2% | +$16.5K | 0.29% | 48 |
|
|
2022
Q1 | $885K | Buy |
8,937
+3
| +0% | +$297 | 0.26% | 50 |
|
|
2021
Q4 | $769K | Hold |
8,934
| – | – | 0.23% | 54 |
|
|
2021
Q3 | $768K | Hold |
8,934
| – | – | 0.24% | 54 |
|
|
2021
Q2 | $762K | Hold |
8,934
| – | – | 0.24% | 53 |
|
|
2021
Q1 | $690K | Buy |
8,934
+144
| +2% | +$11.1K | 0.23% | 55 |
|
|
2020
Q4 | $629K | Sell |
8,790
-71
| -0.8% | -$5.08K | 0.23% | 55 |
|
|
2020
Q3 | $510K | Hold |
8,861
| – | – | 0.2% | 57 |
|
|
2020
Q2 | $546K | Buy |
8,861
+596
| +7% | +$36.7K | 0.23% | 53 |
|
|
2020
Q1 | $780K | Hold |
8,265
| – | – | 0.37% | 36 |
|
|
2019
Q4 | $1.24M | Hold |
8,265
| – | – | 0.53% | 30 |
|
|
2019
Q3 | $1.13M | Hold |
8,265
| – | – | 0.54% | 30 |
|
|
2019
Q2 | $1.09M | Hold |
8,265
| – | – | 0.53% | 32 |
|
|
2019
Q1 | $1.07M | Sell |
8,265
-135
| -2% | -$17.4K | 0.52% | 31 |
|
|
2018
Q4 | $894K | Buy |
+8,400
| New | +$894K | 0.48% | 32 |
|