Wealthspire Advisors (Maryland)’s Regal Rexnord RRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-195
| Closed | -$16K | – | 1725 |
|
|
2019
Q1 | $16K | Sell |
195
-1
| -0.5% | -$82 | ﹤0.01% | 1367 |
|
|
2018
Q4 | $14K | Buy |
196
+13
| +7% | +$929 | ﹤0.01% | 1349 |
|
|
2018
Q3 | $15K | Hold |
183
| – | – | ﹤0.01% | 1409 |
|
|
2018
Q2 | $15K | Buy |
183
+7
| +4% | +$574 | ﹤0.01% | 1425 |
|
|
2018
Q1 | $13K | Sell |
176
-5
| -3% | -$369 | ﹤0.01% | 1467 |
|
|
2017
Q4 | $14K | Buy |
181
+11
| +6% | +$851 | ﹤0.01% | 1463 |
|
|
2017
Q3 | $13K | Sell |
170
-1
| -0.6% | -$76 | ﹤0.01% | 1479 |
|
|
2017
Q2 | $14K | Buy |
171
+21
| +14% | +$1.72K | ﹤0.01% | 1402 |
|
|
2017
Q1 | $11K | Buy |
150
+5
| +3% | +$367 | ﹤0.01% | 1314 |
|
|
2016
Q4 | $10K | Sell |
145
-70
| -33% | -$4.83K | ﹤0.01% | 1228 |
|
|
2016
Q3 | $13K | Hold |
215
| – | – | ﹤0.01% | 1183 |
|
|
2016
Q2 | $12K | Hold |
215
| – | – | ﹤0.01% | 1166 |
|
|
2016
Q1 | $14K | Hold |
215
| – | – | ﹤0.01% | 1108 |
|
|
2015
Q4 | $13K | Buy |
+215
| New | +$13K | ﹤0.01% | 1119 |
|