Diversify Wealth Management’s RBC Bearings RBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $796K | Sell |
1,965
-143
| -7% | -$57.9K | 0.05% | 305 |
|
|
2025
Q1 | $694K | Sell |
2,108
-207
| -9% | -$68.2K | 0.05% | 292 |
|
|
2024
Q4 | $681K | Sell |
2,315
-138
| -6% | -$40.6K | 0.05% | 286 |
|
|
2024
Q3 | $704K | Sell |
2,453
-200
| -8% | -$57.4K | 0.07% | 239 |
|
|
2024
Q2 | $728K | Buy |
+2,653
| New | +$728K | 0.09% | 206 |
|