YorkBridge Wealth Partners’s ResMed RMD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $289K | Sell |
1,389
-65
| -4% | -$13.5K | 0.07% | 201 |
|
2022
Q3 | $317K | Sell |
1,454
-120
| -8% | -$26.2K | 0.08% | 182 |
|
2022
Q2 | $330K | Buy |
1,574
+8
| +0.5% | +$1.68K | 0.09% | 174 |
|
2022
Q1 | $380K | Sell |
1,566
-66
| -4% | -$16K | 0.08% | 189 |
|
2021
Q4 | $425K | Buy |
1,632
+56
| +4% | +$14.6K | 0.1% | 173 |
|
2021
Q3 | $415K | Buy |
1,576
+65
| +4% | +$17.1K | 0.1% | 152 |
|
2021
Q2 | $372K | Buy |
1,511
+40
| +3% | +$9.85K | 0.1% | 162 |
|
2021
Q1 | $285K | Buy |
1,471
+495
| +51% | +$95.9K | 0.08% | 206 |
|
2020
Q4 | $207K | Buy |
+976
| New | +$207K | 0.07% | 209 |
|
2019
Q3 | – | Sell |
-1,309
| Closed | -$160K | – | 547 |
|
2019
Q2 | $160K | Sell |
1,309
-6
| -0.5% | -$733 | 0.07% | 211 |
|
2019
Q1 | $137K | Buy |
1,315
+23
| +2% | +$2.4K | 0.06% | 229 |
|
2018
Q4 | $147K | Sell |
1,292
-28
| -2% | -$3.19K | 0.08% | 183 |
|
2018
Q3 | $152K | Sell |
1,320
-79
| -6% | -$9.1K | 0.07% | 207 |
|
2018
Q2 | $145K | Hold |
1,399
| – | – | 0.06% | 222 |
|
2018
Q1 | $138K | Sell |
1,399
-9
| -0.6% | -$888 | 0.06% | 229 |
|
2017
Q4 | $131K | Sell |
1,408
-37
| -3% | -$3.44K | 0.06% | 231 |
|
2017
Q3 | $111K | Sell |
1,445
-31
| -2% | -$2.38K | 0.06% | 253 |
|
2017
Q2 | $115K | Buy |
1,476
+69
| +5% | +$5.38K | 0.06% | 246 |
|
2017
Q1 | $98K | Buy |
1,407
+264
| +23% | +$18.4K | 0.05% | 267 |
|
2016
Q4 | $67K | Buy |
+1,143
| New | +$67K | 0.04% | 309 |
|