EWA
EverSource Wealth Advisors’s RB Global RBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.18M | Sell |
67,640
-371
| -0.5% | -$39.4K | 0.32% | 76 |
|
|
2025
Q1 | $6.82M | Sell |
68,011
-1,243
| -2% | -$125K | 0.37% | 69 |
|
|
2024
Q4 | $6.25M | Buy |
69,254
+2,222
| +3% | +$200K | 0.35% | 68 |
|
|
2024
Q3 | $5.4M | Sell |
67,032
-131
| -0.2% | -$10.5K | 0.34% | 68 |
|
|
2024
Q2 | $5.35M | Sell |
67,163
-184
| -0.3% | -$14.7K | 0.36% | 66 |
|
|
2024
Q1 | $4.82M | Sell |
67,347
-975
| -1% | -$69.8K | 0.38% | 65 |
|
|
2023
Q4 | $4.57M | Buy |
68,322
+18,146
| +36% | +$1.21M | 0.42% | 59 |
|
|
2023
Q3 | $3.14M | Buy |
50,176
+4,100
| +9% | +$256K | 0.33% | 76 |
|
|
2023
Q2 | $2.76M | Buy |
46,076
+34,996
| +316% | +$2.1M | 0.3% | 79 |
|
|
2023
Q1 | $624K | Buy |
11,080
+11,066
| +79,043% | +$623K | 0.08% | 191 |
|
|
2022
Q4 | $810 | Hold |
14
| – | – | ﹤0.01% | 2144 |
|
|
2022
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1871 |
|
|
2022
Q2 | – | Sell |
-270
| Closed | -$16K | – | 1861 |
|
|
2022
Q1 | $16K | Hold |
270
| – | – | ﹤0.01% | 798 |
|
|
2021
Q4 | $17K | Buy |
+270
| New | +$17K | ﹤0.01% | 754 |
|