WR Wealth Planners’s Resideo Technologies REZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25
| Closed | -$504 | – | 1173 |
|
|
2024
Q3 | $504 | Hold |
25
| – | – | ﹤0.01% | 1030 |
|
|
2024
Q2 | $489 | Hold |
25
| – | – | ﹤0.01% | 1019 |
|
|
2024
Q1 | $561 | Buy |
+25
| New | +$561 | ﹤0.01% | 1027 |
|
|
2023
Q4 | – | Sell |
-25
| Closed | -$395 | – | 699 |
|
|
2023
Q3 | $395 | Hold |
25
| – | – | ﹤0.01% | 867 |
|
|
2023
Q2 | $442 | Hold |
25
| – | – | ﹤0.01% | 852 |
|
|
2023
Q1 | $457 | Buy |
+25
| New | +$457 | ﹤0.01% | 862 |
|