J.P. Morgan Private Wealth Advisors’s RB Global RBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $584K | Sell |
9,337
-2,698
| -22% | -$169K | ﹤0.01% | 1183 |
|
|
2023
Q2 | $722K | Sell |
12,035
-21,870
| -65% | -$1.31M | ﹤0.01% | 883 |
|
|
2023
Q1 | $1.91M | Buy |
33,905
+21,633
| +176% | +$1.22M | ﹤0.01% | 897 |
|
|
2022
Q4 | $710K | Sell |
12,272
-10,654
| -46% | -$616K | ﹤0.01% | 1312 |
|
|
2022
Q3 | $1.43M | Sell |
22,926
-754
| -3% | -$47.1K | ﹤0.01% | 980 |
|
|
2022
Q2 | $1.54M | Sell |
23,680
-1,185
| -5% | -$77.1K | ﹤0.01% | 937 |
|
|
2022
Q1 | $1.47M | Buy |
24,865
+488
| +2% | +$28.8K | ﹤0.01% | 1034 |
|
|
2021
Q4 | $1.49M | Sell |
24,377
-2,768
| -10% | -$169K | ﹤0.01% | 1047 |
|
|
2021
Q3 | $1.67M | Sell |
27,145
-1,451
| -5% | -$89.5K | ﹤0.01% | 971 |
|
|
2021
Q2 | $1.7M | Buy |
28,596
+1,538
| +6% | +$91.2K | ﹤0.01% | 946 |
|
|
2021
Q1 | $1.58M | Sell |
27,058
-3,812
| -12% | -$223K | 0.01% | 853 |
|
|
2020
Q4 | $2.15M | Sell |
30,870
-2,309
| -7% | -$161K | 0.01% | 704 |
|
|
2020
Q3 | $1.97M | Sell |
33,179
-2,728
| -8% | -$162K | 0.01% | 655 |
|
|
2020
Q2 | $1.47M | Buy |
35,907
+14,951
| +71% | +$611K | 0.01% | 679 |
|
|
2020
Q1 | $716K | Buy |
20,956
+12,982
| +163% | +$444K | ﹤0.01% | 816 |
|
|
2019
Q4 | $342K | Sell |
7,974
-55
| -0.7% | -$2.36K | ﹤0.01% | 1182 |
|
|
2019
Q3 | $320K | Buy |
+8,029
| New | +$320K | ﹤0.01% | 1165 |
|