EverSource Wealth Advisors’s RBC Bearings RBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.9K | Buy |
96
+53
| +123% | +$20.4K | ﹤0.01% | 1813 |
|
|
2025
Q1 | $13.8K | Buy |
43
+20
| +87% | +$6.44K | ﹤0.01% | 1908 |
|
|
2024
Q4 | $6.88K | Buy |
23
+9
| +64% | +$2.69K | ﹤0.01% | 2190 |
|
|
2024
Q3 | $4.19K | Hold |
14
| – | – | ﹤0.01% | 2292 |
|
|
2024
Q2 | $4.07K | Sell |
14
-1
| -7% | -$291 | ﹤0.01% | 2288 |
|
|
2024
Q1 | $3.67K | Buy |
15
+5
| +50% | +$1.22K | ﹤0.01% | 2184 |
|
|
2023
Q4 | $2.85K | Hold |
10
| – | – | ﹤0.01% | 2073 |
|
|
2023
Q3 | $2.34K | Hold |
10
| – | – | ﹤0.01% | 1961 |
|
|
2023
Q2 | $2.18K | Hold |
10
| – | – | ﹤0.01% | 2001 |
|
|
2023
Q1 | $2.33K | Hold |
10
| – | – | ﹤0.01% | 1892 |
|
|
2022
Q4 | $2.09K | Hold |
10
| – | – | ﹤0.01% | 1900 |
|
|
2022
Q3 | $2K | Sell |
10
-24
| -71% | -$4.8K | ﹤0.01% | 1715 |
|
|
2022
Q2 | $6K | Hold |
34
| – | – | ﹤0.01% | 1216 |
|
|
2022
Q1 | $7K | Buy |
+34
| New | +$7K | ﹤0.01% | 1145 |
|