B. Riley Wealth Advisors’s RBC Bearings RBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,195
| Closed | -$280K | – | 1562 |
|
|
2024
Q1 | $280K | Buy |
1,195
+448
| +60% | +$105K | 0.01% | 1072 |
|
|
2023
Q4 | $213K | Sell |
747
-448
| -37% | -$128K | 0.01% | 1225 |
|
|
2023
Q3 | $280K | Buy |
+1,195
| New | +$280K | 0.01% | 1072 |
|
|
2023
Q2 | – | Sell |
-1,052
| Closed | -$245K | – | 1624 |
|
|
2023
Q1 | $245K | Buy |
+1,052
| New | +$245K | 0.01% | 1179 |
|
|
2022
Q4 | – | Sell |
-1,330
| Closed | -$277K | – | 1578 |
|
|
2022
Q3 | $277K | Buy |
+1,330
| New | +$277K | 0.01% | 1050 |
|
|
2015
Q1 | – | Sell |
-729
| Closed | -$47 | – | 1653 |
|
|
2014
Q4 | $47 | Buy |
+729
| New | +$47 | ﹤0.01% | 2126 |
|
|
2014
Q3 | – | Sell |
-729
| Closed | -$46.7K | – | 1601 |
|
|
2014
Q2 | $46.7K | Buy |
+729
| New | +$46.7K | 0.01% | 1061 |
|