Berry Wealth Group’s RBC Bearings RBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $236K | Sell |
614
-44
| -7% | -$16.9K | 0.17% | 88 |
|
2025
Q1 | $212K | Sell |
658
-102
| -13% | -$32.8K | 0.17% | 91 |
|
2024
Q4 | $227K | Sell |
760
-139
| -15% | -$41.6K | 0.16% | 81 |
|
2024
Q3 | $269K | Buy |
899
+144
| +19% | +$43.1K | 0.19% | 69 |
|
2024
Q2 | $204K | Sell |
755
-345
| -31% | -$93.1K | 0.16% | 78 |
|
2024
Q1 | $297K | Buy |
+1,100
| New | +$297K | 0.25% | 50 |
|