Accretive Wealth Partners’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20,433
| Closed | -$1.21M | – | 114 |
|
|
2022
Q1 | $1.21M | Buy |
20,433
+788
| +4% | +$46.5K | 0.76% | 44 |
|
|
2021
Q4 | $1.2M | Buy |
19,645
+744
| +4% | +$45.5K | 0.77% | 45 |
|
|
2021
Q3 | $1.17M | Buy |
18,901
+1,147
| +6% | +$70.7K | 0.82% | 43 |
|
|
2021
Q2 | $1.05M | Buy |
17,754
+1,799
| +11% | +$107K | 0.76% | 53 |
|
|
2021
Q1 | $934K | Buy |
+15,955
| New | +$934K | 0.84% | 45 |
|