Caldwell Investment 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 | $5.81M | Hold |
54,800
| – | – | 5.03% | 6 |
|
|
2025
Q1 | $5.34M | Hold |
54,800
| – | – | 3.96% | 6 |
|
|
2024
Q4 | $4.94M | Hold |
54,800
| – | – | 3.33% | 7 |
|
|
2024
Q3 | $4.4M | Hold |
54,800
| – | – | 3.08% | 9 |
|
|
2024
Q2 | $4.18M | Hold |
54,800
| – | – | 3.14% | 9 |
|
|
2024
Q1 | $4.17M | Buy |
+54,800
| New | +$4.17M | 3.11% | 7 |
|