Carson Wealth (CWM LLC)’s RB Global RBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
2,155
+181
| +9% | +$19.2K | ﹤0.01% | 2058 |
|
|
2025
Q1 | $198K | Buy |
1,974
+144
| +8% | +$14.4K | ﹤0.01% | 1924 |
|
|
2024
Q4 | $165K | Sell |
1,830
-2,126
| -54% | -$192K | ﹤0.01% | 1955 |
|
|
2024
Q3 | $318K | Buy |
3,956
+235
| +6% | +$18.9K | ﹤0.01% | 1508 |
|
|
2024
Q2 | $284K | Sell |
3,721
-516
| -12% | -$39.4K | ﹤0.01% | 1417 |
|
|
2024
Q1 | $323K | Sell |
4,237
-839
| -17% | -$64K | ﹤0.01% | 1301 |
|
|
2023
Q4 | $340K | Sell |
5,076
-813
| -14% | -$54.5K | ﹤0.01% | 1208 |
|
|
2023
Q3 | $368K | Sell |
5,889
-1,645
| -22% | -$103K | ﹤0.01% | 1081 |
|
|
2023
Q2 | $452K | Sell |
7,534
-5,089
| -40% | -$305K | ﹤0.01% | 971 |
|
|
2023
Q1 | $711K | Buy |
12,623
+2,630
| +26% | +$148K | ﹤0.01% | 774 |
|
|
2022
Q4 | $578K | Buy |
9,993
+7,723
| +340% | +$447K | ﹤0.01% | 756 |
|
|
2022
Q3 | $142K | Sell |
2,270
-35
| -2% | -$2.19K | ﹤0.01% | 1182 |
|
|
2022
Q2 | $150K | Buy |
2,305
+55
| +2% | +$3.58K | ﹤0.01% | 1156 |
|
|
2022
Q1 | $133K | Sell |
2,250
-190
| -8% | -$11.2K | ﹤0.01% | 1212 |
|
|
2021
Q4 | $149K | Buy |
+2,440
| New | +$149K | ﹤0.01% | 1147 |
|
|
2021
Q2 | $11M | Hold |
186,361
| – | – | 0.09% | 192 |
|
|
2021
Q1 | $11M | Hold |
186,361
| – | – | 0.09% | 192 |
|
|
2020
Q4 | $11M | Hold |
186,361
| – | – | 0.09% | 192 |
|
|
2020
Q3 | $11M | Hold |
186,361
| – | – | 0.09% | 192 |
|
|
2020
Q2 | $11M | Hold |
186,361
| – | – | 0.09% | 192 |
|
|
2020
Q1 | $11M | Hold |
186,361
| – | – | 0.09% | 192 |
|
|
2019
Q4 | $11M | Hold |
186,361
| – | – | 0.09% | 192 |
|
|
2019
Q3 | $11M | Hold |
186,361
| – | – | 0.09% | 192 |
|
|
2019
Q2 | $11M | Hold |
186,361
| – | – | 0.09% | 192 |
|
|
2019
Q1 | $11M | Buy |
186,361
+26,368
| +16% | +$1.56M | 0.09% | 192 |
|
|
2018
Q4 | $5.24M | Buy |
159,993
+28,818
| +22% | +$943K | 0.13% | 147 |
|
|
2018
Q3 | $4.74M | Buy |
131,175
+38,114
| +41% | +$1.38M | 0.12% | 168 |
|
|
2018
Q2 | $3.18M | Buy |
93,061
+2,036
| +2% | +$69.5K | 0.1% | 168 |
|
|
2018
Q1 | $2.87M | Sell |
91,025
-3,539
| -4% | -$111K | 0.11% | 143 |
|
|
2017
Q4 | $2.83M | Buy |
94,564
+94,555
| +1,050,611% | +$2.83M | 0.13% | 134 |
|
|
2017
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1547 |
|
|
2017
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 1285 |
|
|
2017
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1288 |
|