West Financial Advisors’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Hold |
142
| – | – | ﹤0.01% | 135 |
|
|
2025
Q1 | $18.8K | Hold |
142
| – | – | ﹤0.01% | 133 |
|
|
2024
Q4 | $16.4K | Hold |
142
| – | – | ﹤0.01% | 136 |
|
|
2024
Q3 | $17.2K | Buy |
+142
| New | +$17.2K | ﹤0.01% | 132 |
|
|
2022
Q4 | – | Sell |
-733
| Closed | -$60K | – | 192 |
|
|
2022
Q3 | $60K | Hold |
733
| – | – | 0.02% | 92 |
|
|
2022
Q2 | $70K | Hold |
733
| – | – | 0.02% | 89 |
|
|
2022
Q1 | $73K | Hold |
733
| – | – | 0.02% | 91 |
|
|
2021
Q4 | $63K | Hold |
733
| – | – | 0.02% | 102 |
|
|
2021
Q3 | $63K | Hold |
733
| – | – | 0.02% | 93 |
|
|
2021
Q2 | $63K | Hold |
733
| – | – | 0.02% | 85 |
|
|
2021
Q1 | $57K | Hold |
733
| – | – | 0.02% | 86 |
|
|
2020
Q4 | $52K | Buy |
+733
| New | +$52K | 0.02% | 86 |
|