Curated Wealth Partners’s RBC Bearings RBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $717K | Buy |
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|
2025
Q2 | $689K | Sell |
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|
2025
Q1 | $636K | Sell |
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|
2024
Q4 | $595K | Buy |
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|
2024
Q3 | $586K | Sell |
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|
2024
Q2 | $554K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $554K | Sell |
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|
2023
Q3 | $468K | Hold |
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|
2023
Q2 | $435K | Hold |
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|
2023
Q1 | $466K | Hold |
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|
2022
Q4 | $419K | Hold |
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|
2022
Q3 | $416K | Sell |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $335K | Hold |
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|
2021
Q4 | $335K | Sell |
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|
2021
Q3 | $426K | Buy |
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|
2021
Q2 | $337K | Buy |
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|
2021
Q1 | $319K | Buy |
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|
2020
Q4 | $265K | Buy |
|