Clearstead Advisors’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 | $144K | Buy |
375
+4
| +1% | +$1.54K | ﹤0.01% | 964 |
|
|
2025
Q1 | $119K | Sell |
371
-97
| -21% | -$31.2K | ﹤0.01% | 943 |
|
|
2024
Q4 | $140K | Sell |
468
-322
| -41% | -$96.3K | ﹤0.01% | 933 |
|
|
2024
Q3 | $237K | Sell |
790
-157
| -17% | -$47K | ﹤0.01% | 794 |
|
|
2024
Q2 | $255K | Buy |
+947
| New | +$255K | ﹤0.01% | 735 |
|
|
2022
Q4 | – | Sell |
-18
| Closed | -$4K | – | 1365 |
|
|
2022
Q3 | $4K | Hold |
18
| – | – | ﹤0.01% | 1002 |
|
|
2022
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 1063 |
|
|
2022
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 1153 |
|
|
2021
Q4 | $4K | Sell |
18
-106
| -85% | -$23.6K | ﹤0.01% | 1023 |
|
|
2021
Q3 | $26K | Buy |
124
+106
| +589% | +$22.2K | ﹤0.01% | 731 |
|
|
2021
Q2 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 928 |
|