BerganKDV 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
2023
Q2
$9K Sell
150
-4
-3% -$240 ﹤0.01% 564
2023
Q1
$8.67K Buy
+154
New +$8.67K ﹤0.01% 624
2022
Q1
Sell
-56
Closed -$3K 1083
2021
Q4
$3K Buy
+56
New +$3K ﹤0.01% 877