WR Wealth Planners’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $148K | Sell |
1,275
-231
| -15% | -$26.7K | 0.05% | 184 |
|
|
2024
Q3 | $182K | Sell |
1,506
-98
| -6% | -$11.9K | 0.05% | 199 |
|
|
2024
Q2 | $161K | Buy |
1,604
+139
| +9% | +$14K | 0.05% | 196 |
|
|
2024
Q1 | $143K | Buy |
+1,465
| New | +$143K | 0.04% | 215 |
|
|
2023
Q4 | – | Sell |
-1,238
| Closed | -$89.1K | – | 715 |
|
|
2023
Q3 | $89.1K | Buy |
1,238
+13
| +1% | +$936 | 0.03% | 259 |
|
|
2023
Q2 | $120K | Buy |
1,225
+119
| +11% | +$11.7K | 0.05% | 222 |
|
|
2023
Q1 | $108K | Buy |
1,106
+877
| +383% | +$85.9K | 0.05% | 229 |
|
|
2022
Q4 | $23.1K | Sell |
229
-4
| -2% | -$404 | 0.01% | 207 |
|
|
2022
Q3 | $19.1K | Buy |
233
+4
| +2% | +$327 | 0.01% | 209 |
|
|
2022
Q2 | $22K | Hold |
229
| – | – | 0.01% | 215 |
|
|
2022
Q1 | $22.7K | Buy |
+229
| New | +$22.7K | 0.01% | 219 |
|