Institute for Wealth Management’s Regal Rexnord RRX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$479K	Hold	3,304	–	–	0.05%	325
2025 Q1	$376K	Buy	+3,304	New	+$376K	0.05%	358
2024 Q4	–	Sell	-1,216	Closed	-$202K	–	557
2024 Q3	$202K	Buy	+1,216	New	+$202K	0.03%	519