TruWealth Advisors’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $242K | Buy |
+1,658
| New | +$242K | 0.01% | 160 |
|
2025
Q1 | – | Sell |
-2,024
| Closed | -$234K | – | 169 |
|
2024
Q4 | $234K | Buy |
+2,024
| New | +$234K | 0.01% | 147 |
|
2022
Q1 | – | Sell |
-19,233
| Closed | -$1.66M | – | 131 |
|
2021
Q4 | $1.66M | Buy |
19,233
+534
| +3% | +$46K | 0.17% | 56 |
|
2021
Q3 | $1.61M | Buy |
18,699
+754
| +4% | +$64.8K | 0.18% | 54 |
|
2021
Q2 | $1.53M | Buy |
17,945
+692
| +4% | +$59K | 0.18% | 54 |
|
2021
Q1 | $1.33M | Buy |
17,253
+412
| +2% | +$31.8K | 0.18% | 51 |
|
2020
Q4 | $1.2M | Buy |
+16,841
| New | +$1.2M | 0.18% | 50 |
|