WP
WealthSource Partners’s ResMed RMD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4,326
| Closed | -$907K | – | 538 |
|
2022
Q2 | $907K | Sell |
4,326
-31
| -0.7% | -$6.5K | 0.07% | 204 |
|
2022
Q1 | $1.06M | Sell |
4,357
-43
| -1% | -$10.4K | 0.07% | 209 |
|
2021
Q4 | $1.15M | Sell |
4,400
-1,294
| -23% | -$337K | 0.09% | 168 |
|
2021
Q3 | $1.5M | Buy |
5,694
+1,680
| +42% | +$443K | 0.13% | 128 |
|
2021
Q2 | $990K | Hold |
4,014
| – | – | 0.09% | 170 |
|
2021
Q1 | $779K | Sell |
4,014
-27
| -0.7% | -$5.24K | 0.08% | 186 |
|
2020
Q4 | $859K | Sell |
4,041
-330
| -8% | -$70.1K | 0.1% | 136 |
|
2020
Q3 | $749K | Sell |
4,371
-53
| -1% | -$9.08K | 0.1% | 139 |
|
2020
Q2 | $849K | Buy |
4,424
+15
| +0.3% | +$2.88K | 0.12% | 112 |
|
2020
Q1 | $649K | Sell |
4,409
-359
| -8% | -$52.8K | 0.1% | 142 |
|
2019
Q4 | $739K | Buy |
4,768
+8
| +0.2% | +$1.24K | 0.1% | 175 |
|
2019
Q3 | $643K | Sell |
4,760
-290
| -6% | -$39.2K | 0.1% | 198 |
|
2019
Q2 | $616K | Sell |
5,050
-65
| -1% | -$7.93K | 0.1% | 200 |
|
2019
Q1 | $532K | Sell |
5,115
-75
| -1% | -$7.8K | 0.12% | 158 |
|
2018
Q4 | $591K | Sell |
5,190
-150
| -3% | -$17.1K | 0.17% | 127 |
|
2018
Q3 | $616K | Sell |
5,340
-1,790
| -25% | -$206K | 0.16% | 128 |
|
2018
Q2 | $739K | Sell |
7,130
-95
| -1% | -$9.85K | 0.21% | 110 |
|
2018
Q1 | $711K | Buy |
7,225
+55
| +0.8% | +$5.41K | 0.22% | 113 |
|
2017
Q4 | $607K | Buy |
7,170
+20
| +0.3% | +$1.69K | 0.19% | 117 |
|
2017
Q3 | $550K | Buy |
7,150
+1,080
| +18% | +$83.1K | 0.18% | 124 |
|
2017
Q2 | $473K | Sell |
6,070
-2,160
| -26% | -$168K | 0.16% | 134 |
|
2017
Q1 | $592K | Buy |
8,230
+1,045
| +15% | +$75.2K | 0.22% | 108 |
|
2016
Q4 | $446K | Sell |
7,185
-1,145
| -14% | -$71.1K | 0.19% | 114 |
|
2016
Q3 | $540K | Sell |
8,330
-100
| -1% | -$6.48K | 0.2% | 110 |
|
2016
Q2 | $533K | Buy |
8,430
+740
| +10% | +$46.8K | 0.2% | 108 |
|
2016
Q1 | $445K | Buy |
+7,690
| New | +$445K | 0.18% | 116 |
|