United Capital Financial Advisors’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-316
| Closed | -$211K | – | 1230 |
|
|
2021
Q3 | $211K | Buy |
+316
| New | +$211K | ﹤0.01% | 1123 |
|
|
2020
Q3 | – | Sell |
-2,990
| Closed | -$744K | – | 1214 |
|
|
2020
Q2 | $744K | Sell |
2,990
-1,489
| -33% | -$371K | 0.01% | 737 |
|
|
2020
Q1 | $450K | Sell |
4,479
-638
| -12% | -$64.1K | ﹤0.01% | 848 |
|
|
2019
Q4 | $1.09M | Sell |
5,117
-2,160
| -30% | -$461K | 0.01% | 741 |
|
|
2019
Q3 | $1.24M | Sell |
7,277
-1,026
| -12% | -$175K | 0.01% | 679 |
|
|
2019
Q2 | $960K | Buy |
+8,303
| New | +$960K | 0.01% | 820 |
|
|
2015
Q4 | – | Sell |
-2,896
| Closed | -$270K | – | 1274 |
|
|
2015
Q3 | $270K | Sell |
2,896
-450
| -13% | -$42K | ﹤0.01% | 1081 |
|
|
2015
Q2 | $327K | Buy |
+3,346
| New | +$327K | ﹤0.01% | 1053 |
|