Ravenel Boykin Curry IV - Eagle Capital Management Portfolio
Period Date | Mar 31, 2025 | |
Filing Date | Apr 15, 2025 | |
Total Stocks | 40 | |
Portfolio Value | $225,931 |
Eagle Capital Management Activity
Date | Symbol | Type | Quantity |
---|---|---|---|
Q3 2022Sep 30, 2022 | AWK American Water Works Company, I | Sell | -55-0.2% |
Q3 2022Sep 30, 2022 | MSFT Microsoft Corporation | Sell | -77-0.3% |
Q3 2022Sep 30, 2022 | IYF iShares U.S. Financial ETF | Sell | -114-1.0% |
Q3 2022Sep 30, 2022 | NVDA NVIDIA Corporation | Sell | -166-0.5% |
Q3 2022Sep 30, 2022 | UNH UnitedHealth Group Incorporated | Sell | -190-1.2% |
Q3 2022Sep 30, 2022 | SCHX Schwab U.S. Large-Cap ETF | Sell | -262-0.7% |
Q3 2022Sep 30, 2022 | AAPL Apple Inc. | Sell | -347-0.6% |
Q3 2022Sep 30, 2022 | SCHB Schwab U.S. Broad Market ETF | Sell | -475-2.6% |
Q3 2022Sep 30, 2022 | JPM JP Morgan Chase & Co. | Sell - Position Exit | -27,074-100.0% |
Q3 2022Sep 30, 2022 | STIP iShares 0-5 Year TIPS Bond ETF | Sell | -29,743-18.2% |
Q3 2022Sep 30, 2022 | FLTR VanEck ETF Trust VanEck IG Floa | Sell | -79,417-55.2% |
Q3 2022Sep 30, 2022 | FLRN SPDR Bloomberg Investment Grade | Sell | -82,049-25.2% |
Q2 2022Jun 30, 2022 | AMZN Amazon.com, Inc. | Buy | +44,811+1904.4% |
Q2 2022Jun 30, 2022 | JPM JP Morgan Chase & Co. | Buy | +132+0.5% |
Q2 2022Jun 30, 2022 | IYF iShares U.S. Financial ETF | Buy | +12+0.1% |
Q2 2022Jun 30, 2022 | RSPH Invesco S&P 500 Equal Weight He | Buy | +10+0.3% |
Q2 2022Jun 30, 2022 | TSLA Tesla, Inc. | Buy | +5+1.5% |
Q2 2022Jun 30, 2022 | USMV iShares MSCI USA Min Vol Factor | Buy | +1+0.0% |
Q2 2022Jun 30, 2022 | GOOGL Alphabet Inc. | Sell | -9-0.3% |
Q2 2022Jun 30, 2022 | AMAT Applied Materials, Inc. | Sell | -10-0.0% |
Q2 2022Jun 30, 2022 | HD Home Depot, Inc. (The) | Sell | -27-0.1% |
Q2 2022Jun 30, 2022 | UNH UnitedHealth Group Incorporated | Sell | -66-0.4% |
Q2 2022Jun 30, 2022 | AWK American Water Works Company, I | Sell | -93-0.3% |
Q2 2022Jun 30, 2022 | LMT Lockheed Martin Corporation | Sell | -101-0.9% |
Q2 2022Jun 30, 2022 | AVGO Broadcom Inc. | Sell | -101-0.9% |
Q2 2022Jun 30, 2022 | INTU Intuit Inc. | Sell | -112-0.8% |
Q2 2022Jun 30, 2022 | ACN Accenture plc | Sell | -123-0.6% |
Q2 2022Jun 30, 2022 | SCHX Schwab U.S. Large-Cap ETF | Sell | -129-0.3% |
Q2 2022Jun 30, 2022 | V Visa Inc. | Sell | -134-0.5% |
Q2 2022Jun 30, 2022 | MSFT Microsoft Corporation | Sell | -144-0.6% |