Heritage Wealth Management (Arizona)’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $654K | Buy |
11,314
+5,663
| +100% | +$327K | 0.09% | 155 |
|
|
2022
Q3 | $353K | Buy |
5,651
+116
| +2% | +$7.25K | 0.11% | 128 |
|
|
2022
Q2 | $360K | Buy |
5,535
+128
| +2% | +$8.33K | 0.12% | 128 |
|
|
2022
Q1 | $319K | Buy |
+5,407
| New | +$319K | 0.09% | 181 |
|
|
2021
Q3 | $352K | Sell |
5,715
-388
| -6% | -$23.9K | 0.13% | 130 |
|
|
2021
Q2 | $362K | Buy |
6,103
+886
| +17% | +$52.6K | 0.14% | 124 |
|
|
2021
Q1 | $305K | Buy |
+5,217
| New | +$305K | 0.17% | 103 |
|