WealthPLAN Partners’s Reynolds American Inc RAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-232
| Closed | -$14.7K | – | 487 |
|
|
2017
Q1 | $14.7K | Buy |
+232
| New | +$14.7K | 0.05% | 214 |
|
|
2016
Q3 | $111K | Sell |
2,377
-2,011
| -46% | -$94.1K | 0.04% | 220 |
|
|
2016
Q2 | $130K | Buy |
+4,388
| New | +$130K | 0.02% | 526 |
|
|
2015
Q4 | $97.1K | Buy |
+5,368
| New | +$97.1K | 0.02% | 427 |
|
|
2015
Q2 | $59K | Sell |
1,580
-2,976
| -65% | -$111K | 0.03% | 164 |
|
|
2015
Q1 | $155K | Buy |
+4,556
| New | +$155K | 0.07% | 133 |
|