IWA
Intercontinental Wealth Advisors’s RBC Bearings RBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.34M | Sell |
6,171
-30
| -0.5% | -$6.52K | 0.32% | 66 |
|
|
2023
Q1 | $1.44M | Buy |
6,201
+12
| +0.2% | +$2.79K | 0.37% | 53 |
|
|
2022
Q4 | $1.3M | Sell |
6,189
-1,922
| -24% | -$402K | 0.39% | 50 |
|
|
2022
Q3 | $1.69M | Sell |
8,111
-12
| -0.1% | -$2.49K | 0.53% | 32 |
|
|
2022
Q2 | $1.5M | Sell |
8,123
-33
| -0.4% | -$6.1K | 0.41% | 42 |
|
|
2022
Q1 | $1.58M | Buy |
8,156
+37
| +0.5% | +$7.17K | 0.36% | 50 |
|
|
2021
Q4 | $1.64M | Sell |
8,119
-82
| -1% | -$16.6K | 0.35% | 48 |
|
|
2021
Q3 | $1.74M | Sell |
8,201
-558
| -6% | -$118K | 0.41% | 40 |
|
|
2021
Q2 | $1.75M | Buy |
8,759
+39
| +0.4% | +$7.78K | 0.35% | 44 |
|
|
2021
Q1 | $1.72M | Buy |
8,720
+246
| +3% | +$48.4K | 0.37% | 37 |
|
|
2020
Q4 | $1.52M | Sell |
8,474
-448
| -5% | -$80.2K | 0.36% | 46 |
|
|
2020
Q3 | $1.08M | Buy |
8,922
+523
| +6% | +$63.4K | 0.32% | 63 |
|
|
2020
Q2 | $1.13M | Buy |
8,399
+209
| +3% | +$28K | 0.37% | 56 |
|
|
2020
Q1 | $924K | Buy |
+8,190
| New | +$924K | 0.49% | 47 |
|