Glassman Wealth Services’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-233
| Closed | -$15.6K | – | 1435 |
|
2023
Q4 | $15.6K | Buy |
233
+27
| +13% | +$1.81K | ﹤0.01% | 761 |
|
2023
Q3 | $12.9K | Buy |
206
+25
| +14% | +$1.56K | ﹤0.01% | 781 |
|
2023
Q2 | $10.9K | Buy |
181
+27
| +18% | +$1.62K | ﹤0.01% | 792 |
|
2023
Q1 | $8.67K | Buy |
154
+43
| +39% | +$2.42K | ﹤0.01% | 859 |
|
2022
Q4 | $6.42K | Sell |
111
-74
| -40% | -$4.28K | ﹤0.01% | 959 |
|
2022
Q3 | $12K | Buy |
185
+58
| +46% | +$3.76K | ﹤0.01% | 749 |
|
2022
Q2 | $8K | Buy |
127
+11
| +9% | +$693 | ﹤0.01% | 879 |
|
2022
Q1 | $7K | Buy |
116
+38
| +49% | +$2.29K | ﹤0.01% | 935 |
|
2021
Q4 | $5K | Buy |
78
+30
| +63% | +$1.92K | ﹤0.01% | 1000 |
|
2021
Q3 | $3K | Buy |
48
+25
| +109% | +$1.56K | ﹤0.01% | 1090 |
|
2021
Q2 | $1K | Buy |
23
+4
| +21% | +$174 | ﹤0.01% | 1360 |
|
2021
Q1 | $1K | Sell |
19
-41
| -68% | -$2.16K | ﹤0.01% | 1306 |
|
2020
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 914 |
|