TRUE Private Wealth Advisors’s Rollins ROL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,624
| Closed | -$470K | – | 267 |
|
|
2024
Q2 | $470K | Buy |
9,624
+614
| +7% | +$30K | 0.05% | 168 |
|
|
2024
Q1 | $417K | Buy |
9,010
+374
| +4% | +$17.3K | 0.05% | 188 |
|
|
2023
Q4 | $377K | Buy |
8,636
+2,496
| +41% | +$109K | 0.05% | 194 |
|
|
2023
Q3 | $229K | Buy |
6,140
+1,361
| +28% | +$50.8K | 0.03% | 235 |
|
|
2023
Q2 | $205K | Buy |
+4,779
| New | +$205K | 0.03% | 230 |
|
|
2021
Q1 | – | Sell |
-429
| Closed | -$16K | – | 603 |
|
|
2020
Q4 | $16K | Buy |
+429
| New | +$16K | ﹤0.01% | 479 |
|