UFA
US Financial Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $516K | Sell |
3,893
-14
| -0.4% | -$1.85K | 0.15% | 55 |
|
|
2024
Q4 | $452K | Sell |
3,907
-20
| -0.5% | -$2.31K | 0.14% | 58 |
|
|
2024
Q3 | $476K | Buy |
3,927
+374
| +11% | +$45.3K | 0.15% | 53 |
|
|
2024
Q2 | $357K | Hold |
3,553
| – | – | 0.12% | 61 |
|
|
2024
Q1 | $347K | Hold |
3,553
| – | – | 0.12% | 58 |
|
|
2023
Q4 | $299K | Sell |
3,553
-1,802
| -34% | -$152K | 0.11% | 61 |
|
|
2023
Q3 | $385K | Sell |
5,355
-54
| -1% | -$3.89K | 0.16% | 54 |
|
|
2023
Q2 | $530K | Hold |
5,409
| – | – | 0.23% | 45 |
|
|
2023
Q1 | $530K | Hold |
5,409
| – | – | 0.24% | 46 |
|
|
2022
Q4 | $546K | Hold |
5,409
| – | – | 0.27% | 43 |
|
|
2022
Q3 | $443K | Hold |
5,409
| – | – | 0.25% | 36 |
|
|
2022
Q2 | $520K | Hold |
5,409
| – | – | 0.29% | 32 |
|
|
2022
Q1 | $536K | Hold |
5,409
| – | – | 0.26% | 34 |
|
|
2021
Q4 | $465K | Hold |
5,409
| – | – | 0.21% | 36 |
|
|
2021
Q3 | $465K | Buy |
5,409
+1,166
| +27% | +$100K | 0.23% | 34 |
|
|
2021
Q2 | $362K | Hold |
4,243
| – | – | 0.18% | 38 |
|
|
2021
Q1 | $328K | Hold |
4,243
| – | – | 0.09% | 111 |
|
|
2020
Q4 | $303K | Buy |
+4,243
| New | +$303K | 0.09% | 95 |
|
|
2016
Q2 | – | Sell |
-61
| Closed | -$6K | – | 326 |
|
|
2016
Q1 | $6K | Sell |
61
-188
| -76% | -$18.5K | 0.01% | 248 |
|
|
2015
Q4 | $24K | Hold |
249
| – | – | 0.02% | 218 |
|
|
2015
Q3 | $22K | Hold |
249
| – | – | 0.04% | 195 |
|
|
2015
Q2 | $28K | Buy |
249
+16
| +7% | +$1.8K | 0.03% | 155 |
|
|
2015
Q1 | $27K | Hold |
233
| – | – | 0.02% | 165 |
|
|
2014
Q4 | $27K | Buy |
+233
| New | +$27K | 0.02% | 161 |
|