Concord Wealth Partners’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Buy |
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|
2025
Q1 | $10K | Hold |
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|
2024
Q4 | $9.02K | Hold |
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|
2024
Q3 | $8.05K | Hold |
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|
2024
Q2 | $7.64K | Hold |
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|
2024
Q1 | $7.62K | Hold |
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|
2023
Q4 | $6.69K | Sell |
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|
2023
Q3 | $7.56K | Hold |
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|
2023
Q2 | $7.26K | Hold |
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|
2023
Q1 | $6.81K | Buy |
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|
2022
Q4 | $4.86K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $6K | Buy |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $6K | Buy |
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