AE Wealth Management’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
2,766
-162
| -6% | -$17.2K | ﹤0.01% | 1126 |
|
|
2025
Q1 | $294K | Buy |
+2,928
| New | +$294K | ﹤0.01% | 1096 |
|
|
2024
Q1 | – | Sell |
-9,615
| Closed | -$599K | – | 1789 |
|
|
2023
Q4 | $599K | Buy |
9,615
+3,731
| +63% | +$232K | ﹤0.01% | 1342 |
|
|
2023
Q3 | $368K | Sell |
5,884
-879
| -13% | -$54.9K | ﹤0.01% | 1518 |
|
|
2023
Q2 | $406K | Buy |
6,763
+964
| +17% | +$57.8K | ﹤0.01% | 1481 |
|
|
2023
Q1 | $326K | Buy |
+5,799
| New | +$326K | ﹤0.01% | 1508 |
|
|
2021
Q1 | – | Sell |
-4,078
| Closed | -$284K | – | 1534 |
|
|
2020
Q4 | $284K | Buy |
+4,078
| New | +$284K | ﹤0.01% | 1160 |
|