Valley Wealth Managers’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-70
| Closed | -$18.7K | – | 443 |
|
|
2022
Q4 | $18.7K | Hold |
70
| – | – | ﹤0.01% | 273 |
|
|
2022
Q3 | $17K | Hold |
70
| – | – | ﹤0.01% | 299 |
|
|
2022
Q2 | $15K | Sell |
70
-790
| -92% | -$169K | ﹤0.01% | 311 |
|
|
2022
Q1 | $280K | Hold |
860
| – | – | 0.02% | 168 |
|
|
2021
Q4 | $461K | Hold |
860
| – | – | 0.04% | 135 |
|
|
2021
Q3 | $574K | Sell |
860
-100
| -10% | -$66.7K | 0.05% | 121 |
|
|
2021
Q2 | $652K | Hold |
960
| – | – | 0.06% | 119 |
|
|
2021
Q1 | $573K | Hold |
960
| – | – | 0.05% | 118 |
|
|
2020
Q4 | $429K | Sell |
960
-225
| -19% | -$101K | 0.04% | 126 |
|
|
2020
Q3 | $453K | Hold |
1,185
| – | – | 0.05% | 125 |
|
|
2020
Q2 | $295K | Buy |
+1,185
| New | +$295K | 0.03% | 146 |
|
|
2020
Q1 | – | Sell |
-1,305
| Closed | -$279K | – | 178 |
|
|
2019
Q4 | $279K | Hold |
1,305
| – | – | 0.03% | 166 |
|
|
2019
Q3 | $223K | Buy |
+1,305
| New | +$223K | 0.02% | 180 |
|
|
2019
Q2 | – | Sell |
-3,683
| Closed | -$379K | – | 206 |
|
|
2019
Q1 | $379K | Sell |
3,683
-1,222
| -25% | -$126K | 0.04% | 163 |
|
|
2018
Q4 | $588K | Buy |
+4,905
| New | +$588K | 0.08% | 113 |
|