Institute for Wealth Management’s RBC Bearings RBC Stock Holding History

Institute for Wealth Management’s Portfolio RBC Stock Details RBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$306K	Sell
2025 Q2	$315K	Hold
2025 Q1	$263K	Hold
2024 Q4	$245K	Hold
2024 Q3	$245K	Hold
2024 Q2	$221K	Buy