WEPOG
Wealth Enhancement & Preservation of GA’s ResMed RMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $733K | Buy |
3,353
+293
| +10% | +$64K | 0.7% | 26 |
|
|
2023
Q1 | $670K | Buy |
3,060
+381
| +14% | +$83.4K | 0.8% | 30 |
|
|
2022
Q4 | $558K | Buy |
2,679
+745
| +39% | +$155K | 0.91% | 35 |
|
|
2022
Q3 | $422K | Sell |
1,934
-3,445
| -64% | -$752K | 0.68% | 35 |
|
|
2022
Q2 | $1.13M | Buy |
5,379
+264
| +5% | +$55.2K | 1.19% | 26 |
|
|
2022
Q1 | $1.24M | Buy |
5,115
+194
| +4% | +$47.1K | 0.96% | 36 |
|
|
2021
Q4 | $1.28M | Buy |
4,921
+123
| +3% | +$32K | 0.86% | 30 |
|
|
2021
Q3 | $1.26M | Sell |
4,798
-211
| -4% | -$55.6K | 0.97% | 22 |
|
|
2021
Q2 | $1.24M | Buy |
5,009
+189
| +4% | +$46.6K | 0.91% | 25 |
|
|
2021
Q1 | $990K | Buy |
4,820
+347
| +8% | +$71.3K | 0.76% | 38 |
|
|
2020
Q4 | $951K | Buy |
+4,473
| New | +$951K | 0.82% | 37 |
|