Number of Shares
20,070
Previous 15,360 30.66%
Holding current value
$596,000
Previous $431,000 38.28%
% of portfolio
0.04%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 01, 2024

BUY
N/A
4,710 Added 30.66%
20,070 $596,000
Q2 2024

Jul 01, 2024

BUY
N/A
135 Added 0.89%
15,360 $431,000
Q3 2023

Oct 10, 2023

BUY
N/A
118 Added 0.78%
15,225 $387,000
Q1 2023

Apr 04, 2023

BUY
N/A
413 Added 2.81%
15,107 $389,000
Q3 2022

Oct 04, 2022

BUY
N/A
88 Added 0.6%
14,694 $358,000
Q1 2022

Apr 05, 2022

BUY
N/A
321 Added 2.25%
14,606 $436,000
Q3 2021

Oct 06, 2021

BUY
N/A
60 Added 0.42%
14,285 $472,000
Q4 2020

Mar 04, 2021

BUY
N/A
820 Added 6.12%
14,225 $442,000
Q3 2020

Oct 01, 2020

BUY
N/A
87 Added 0.65%
13,405 $393,000
Q1 2020

Apr 01, 2020

BUY
N/A
241 Added 1.84%
13,318 $317,000
Q3 2019

Oct 02, 2019

BUY
N/A
102 Added 0.79%
13,077 $353,000
Q2 2019

Jul 01, 2019

SELL
N/A
-486 Reduced 3.61%
12,975 $347,000
Q1 2019

Apr 08, 2019

BUY
N/A
775 Added 6.11%
13,461 $350,000
Q3 2018

Oct 09, 2018

BUY
N/A
90 Added 0.71%
12,686 $351,000
Q1 2018

Apr 12, 2018

BUY
N/A
549 Added 4.56%
12,596 $337,000
Q3 2017

Oct 03, 2017

BUY
N/A
12,047
12,047 $323,000
Track This Portfolio

Track Neville Rodie & Shaw Inc Portfolio

Follow Neville Rodie & Shaw Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Neville Rodie & Shaw Inc, based on Form 13F filings with the SEC.

News

Stay updated on Neville Rodie & Shaw Inc with notifications on news.