Icon Wealth Advisors’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Sell |
1,735
-693
| -29% | -$73.6K | 0.01% | 388 |
|
|
2025
Q1 | $244K | Sell |
2,428
-2,257
| -48% | -$226K | 0.02% | 313 |
|
|
2024
Q4 | $423K | Sell |
4,685
-307
| -6% | -$27.7K | 0.03% | 237 |
|
|
2024
Q3 | $402K | Sell |
4,992
-2,578
| -34% | -$208K | 0.03% | 241 |
|
|
2024
Q2 | $603K | Sell |
7,570
-1,821
| -19% | -$145K | 0.05% | 186 |
|
|
2024
Q1 | $715K | Sell |
9,391
-1,080
| -10% | -$82.3K | 0.07% | 165 |
|
|
2023
Q4 | $700K | Buy |
+10,471
| New | +$700K | 0.07% | 152 |
|
|
2022
Q4 | $967K | Sell |
16,722
-1,089
| -6% | -$63K | 0.11% | 136 |
|
|
2022
Q3 | $1.11M | Buy |
+17,811
| New | +$1.11M | 0.14% | 122 |
|