Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,434
Closed -$532K 630
2023
Q2
$532K Buy
2,434
+8
+0.3% +$1.78K 0.01% 522
2023
Q1
$531K Buy
2,426
+10
+0.4% +$2.17K 0.01% 513
2022
Q4
$503K Sell
2,416
-116
-5% -$25.5K 0.01% 533
2022
Q3
$553K Buy
2,532
+36
+1% +$8.19K 0.01% 471
2022
Q2
$523K Sell
2,496
-173
-6% -$36.8K 0.01% 527
2022
Q1
$647K Sell
2,669
-26
-1% -$6.29K 0.01% 496
2021
Q4
$702K Buy
2,695
+32
+1% +$8.3K 0.01% 479
2021
Q3
$702K Buy
2,663
+132
+5% +$36.1K 0.01% 465
2021
Q2
$624K Sell
2,531
-26
-1% -$5.47K 0.01% 490
2021
Q1
$496K Sell
2,557
-382
-13% -$76.6K 0.01% 512
2020
Q4
$625K Sell
2,939
-117
-4% -$23.3K 0.01% 446
2020
Q3
$524K Buy
3,056
+29
+1% +$5.36K 0.01% 453
2020
Q2
$581K Sell
3,027
-260
-8% -$42.5K 0.01% 436
2020
Q1
$484K Buy
3,287
+183
+6% +$29.1K 0.01% 458
2019
Q4
$481K Buy
3,104
+130
+4% +$18.7K 0.01% 538
2019
Q3
$402K Buy
2,974
+53
+2% +$6.94K 0.01% 568
2019
Q2
$356K Sell
2,921
-39
-1% -$4.32K 0.01% 598
2019
Q1
$308K Buy
2,960
+592
+25% +$61.1K 0.01% 637
2018
Q4
$270K Buy
+2,368
New +$254K 0.01% 631
2013
Q4
Sell
-4,323
Closed -$228K 1007
2013
Q3
$228K Buy
+4,323
New +$210K 0.01% 815

Other funds holding RMD