Concord Wealth Partners’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Buy |
101
+1
| +1% | +$106 | ﹤0.01% | 531 |
|
|
2025
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 511 |
|
|
2024
Q4 | $9.02K | Hold |
100
| – | – | ﹤0.01% | 536 |
|
|
2024
Q3 | $8.05K | Hold |
100
| – | – | ﹤0.01% | 580 |
|
|
2024
Q2 | $7.64K | Hold |
100
| – | – | ﹤0.01% | 535 |
|
|
2024
Q1 | $7.62K | Hold |
100
| – | – | ﹤0.01% | 599 |
|
|
2023
Q4 | $6.69K | Sell |
100
-21
| -17% | -$1.41K | ﹤0.01% | 607 |
|
|
2023
Q3 | $7.56K | Hold |
121
| – | – | ﹤0.01% | 661 |
|
|
2023
Q2 | $7.26K | Hold |
121
| – | – | ﹤0.01% | 647 |
|
|
2023
Q1 | $6.81K | Buy |
121
+37
| +44% | +$2.08K | ﹤0.01% | 633 |
|
|
2022
Q4 | $4.86K | Buy |
+84
| New | +$4.86K | ﹤0.01% | 772 |
|
|
2022
Q3 | – | Sell |
-84
| Closed | -$5K | – | 903 |
|
|
2022
Q2 | $5K | Hold |
84
| – | – | ﹤0.01% | 833 |
|
|
2022
Q1 | $5K | Sell |
84
-7
| -8% | -$417 | ﹤0.01% | 920 |
|
|
2021
Q4 | $6K | Buy |
91
+7
| +8% | +$462 | ﹤0.01% | 913 |
|
|
2021
Q3 | $5K | Hold |
84
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $5K | Hold |
84
| – | – | ﹤0.01% | 741 |
|
|
2021
Q1 | $5K | Hold |
84
| – | – | ﹤0.01% | 678 |
|
|
2020
Q4 | $6K | Buy |
+84
| New | +$6K | ﹤0.01% | 401 |
|