CWM
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Compass Wealth Management’s RBC Bearings RBC Stock Holding History

Compass Wealth Management’s Portfolio RBC Stock Details RBC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-148
Closed -$34.7K – 401
2023
Q3 		$34.7K Hold
148
– – 0.01% 270
2023
Q2 		$32.2K Hold
148
– – 0.01% 286
2023
Q1 		$34.4K Hold
148
– – 0.01% 276
2022
Q4 		$31K Buy
+148
New +$31K 0.01% 280