JFS 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 | $10.2K | Hold |
96
| – | – | ﹤0.01% | 859 |
|
|
2025
Q1 | $9.63K | Buy |
96
+3
| +3% | +$301 | ﹤0.01% | 891 |
|
|
2024
Q4 | $8.39K | Hold |
93
| – | – | ﹤0.01% | 913 |
|
|
2024
Q3 | $7.49K | Buy |
93
+3
| +3% | +$241 | ﹤0.01% | 958 |
|
|
2024
Q2 | $6.87K | Sell |
90
-4
| -4% | -$305 | ﹤0.01% | 930 |
|
|
2024
Q1 | $7.16K | Buy |
94
+8
| +9% | +$609 | ﹤0.01% | 941 |
|
|
2023
Q4 | $5.75K | Hold |
86
| – | – | ﹤0.01% | 998 |
|
|
2023
Q3 | $5.38K | Buy |
86
+8
| +10% | +$500 | ﹤0.01% | 965 |
|
|
2023
Q2 | $4.68K | Hold |
78
| – | – | ﹤0.01% | 1036 |
|
|
2023
Q1 | $4.39K | Buy |
78
+47
| +152% | +$2.65K | ﹤0.01% | 1045 |
|
|
2022
Q4 | $1.79K | Sell |
31
-28
| -47% | -$1.62K | ﹤0.01% | 1416 |
|
|
2022
Q3 | $4K | Sell |
59
-43
| -42% | -$2.92K | ﹤0.01% | 1099 |
|
|
2022
Q2 | $7K | Sell |
102
-1
| -1% | -$69 | ﹤0.01% | 892 |
|
|
2022
Q1 | $6K | Buy |
103
+19
| +23% | +$1.11K | ﹤0.01% | 993 |
|
|
2021
Q4 | $5K | Sell |
84
-193
| -70% | -$11.5K | ﹤0.01% | 813 |
|
|
2021
Q3 | $17K | Buy |
+277
| New | +$17K | ﹤0.01% | 571 |
|