Curi Wealth Management’s RBC Bearings RBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-41
| Closed | -$8K | – | 580 |
|
|
2022
Q2 | $8K | Hold |
41
| – | – | ﹤0.01% | 408 |
|
|
2022
Q1 | $7K | Hold |
41
| – | – | ﹤0.01% | 395 |
|
|
2021
Q4 | $8K | Buy |
+41
| New | +$8K | ﹤0.01% | 338 |
|
|
2021
Q1 | – | Sell |
-41
| Closed | -$7K | – | 401 |
|
|
2020
Q4 | $7K | Buy |
+41
| New | +$7K | 0.01% | 289 |
|