Wealthquest’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-2,563
| Closed | -$210K | – | 138 |
|
2019
Q2 | $210K | Buy |
2,563
+52
| +2% | +$4.26K | 0.08% | 121 |
|
2019
Q1 | $203K | Buy |
+2,511
| New | +$203K | 0.08% | 129 |
|
2015
Q3 | – | Sell |
-4,730
| Closed | -$330K | – | 51 |
|
2015
Q2 | $330K | Hold |
4,730
| – | – | 0.48% | 25 |
|
2015
Q1 | $349K | Hold |
4,730
| – | – | 0.5% | 27 |
|
2014
Q4 | $342K | Buy |
+4,730
| New | +$342K | 0.35% | 28 |
|