Curi Wealth Management’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,402
| Closed | -$91K | – | 579 |
|
|
2022
Q2 | $91K | Sell |
1,402
-369
| -21% | -$24K | 0.02% | 181 |
|
|
2022
Q1 | $104K | Buy |
1,771
+823
| +87% | +$48.3K | 0.02% | 157 |
|
|
2021
Q4 | $58K | Buy |
+948
| New | +$58K | 0.01% | 182 |
|
|
2021
Q1 | – | Sell |
-948
| Closed | -$65K | – | 400 |
|
|
2020
Q4 | $65K | Buy |
+948
| New | +$65K | 0.05% | 139 |
|