WJWM
Williams Jones Wealth Management’s Rithm Capital RITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,401
| Closed | -$277K | – | 534 |
|
|
2024
Q3 | $277K | Buy |
24,401
+951
| +4% | +$10.8K | ﹤0.01% | 438 |
|
|
2024
Q2 | $256K | Sell |
23,450
-900
| -4% | -$9.82K | ﹤0.01% | 442 |
|
|
2024
Q1 | $272K | Hold |
24,350
| – | – | ﹤0.01% | 449 |
|
|
2023
Q4 | $260K | Sell |
24,350
-953
| -4% | -$10.2K | ﹤0.01% | 442 |
|
|
2023
Q3 | $235K | Buy |
25,303
+23
| +0.1% | +$214 | ﹤0.01% | 458 |
|
|
2023
Q2 | $236K | Buy |
25,280
+27
| +0.1% | +$252 | ﹤0.01% | 457 |
|
|
2023
Q1 | $202K | Buy |
25,253
+24
| +0.1% | +$192 | ﹤0.01% | 517 |
|
|
2022
Q4 | $206K | Buy |
25,229
+25
| +0.1% | +$204 | ﹤0.01% | 502 |
|
|
2022
Q3 | $184K | Buy |
25,204
+1,019
| +4% | +$7.44K | ﹤0.01% | 522 |
|
|
2022
Q2 | $225K | Buy |
24,185
+20
| +0.1% | +$186 | ﹤0.01% | 511 |
|
|
2022
Q1 | $265K | Buy |
24,165
+19
| +0.1% | +$208 | ﹤0.01% | 438 |
|
|
2021
Q4 | $259K | Sell |
24,146
-11,483
| -32% | -$123K | ﹤0.01% | 422 |
|
|
2021
Q3 | $392K | Buy |
35,629
+15
| +0% | +$165 | 0.01% | 351 |
|
|
2021
Q2 | $377K | Sell |
35,614
-386
| -1% | -$4.09K | 0.01% | 364 |
|
|
2021
Q1 | $405K | Buy |
36,000
+1,100
| +3% | +$12.4K | 0.01% | 339 |
|
|
2020
Q4 | $347K | Sell |
34,900
-27,450
| -44% | -$273K | 0.01% | 346 |
|
|
2020
Q3 | $496K | Sell |
62,350
-2,950
| -5% | -$23.5K | 0.01% | 272 |
|
|
2020
Q2 | $485K | Buy |
65,300
+6,700
| +11% | +$49.8K | 0.01% | 264 |
|
|
2020
Q1 | $294K | Buy |
58,600
+3,750
| +7% | +$18.8K | 0.01% | 295 |
|
|
2019
Q4 | $884K | Buy |
54,850
+3,500
| +7% | +$56.4K | 0.02% | 216 |
|
|
2019
Q3 | $805K | Buy |
+51,350
| New | +$805K | 0.02% | 220 |
|