Cerity Partners’s RB Global RBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
2,785
-3,578
| -56% | -$380K | ﹤0.01% | 2156 |
|
|
2025
Q1 | $638K | Buy |
6,363
+351
| +6% | +$35.2K | ﹤0.01% | 1633 |
|
|
2024
Q4 | $486K | Sell |
6,012
-2,832
| -32% | -$229K | ﹤0.01% | 1782 |
|
|
2024
Q3 | $712K | Buy |
8,844
+4,182
| +90% | +$337K | ﹤0.01% | 1580 |
|
|
2024
Q2 | $356K | Sell |
4,662
-6,564
| -58% | -$501K | ﹤0.01% | 1720 |
|
|
2024
Q1 | $855K | Buy |
11,226
+8,226
| +274% | +$627K | ﹤0.01% | 1352 |
|
|
2023
Q4 | $201K | Buy |
+3,000
| New | +$201K | ﹤0.01% | 1719 |
|
|
2022
Q4 | – | Sell |
-3,417
| Closed | -$214K | – | 1515 |
|
|
2022
Q3 | $214K | Buy |
+3,417
| New | +$214K | ﹤0.01% | 1032 |
|
|
2021
Q3 | – | Sell |
-4,298
| Closed | -$255K | – | 721 |
|
|
2021
Q2 | $255K | Buy |
4,298
+157
| +4% | +$9.32K | 0.01% | 629 |
|
|
2021
Q1 | $242K | Buy |
+4,141
| New | +$242K | 0.01% | 611 |
|