JFS Wealth Advisors’s RBC Bearings RBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85K | Buy |
10
+3
| +43% | +$1.15K | ﹤0.01% | 1176 |
|
|
2025
Q1 | $2.25K | Sell |
7
-1
| -13% | -$322 | ﹤0.01% | 1427 |
|
|
2024
Q4 | $2.39K | Buy |
8
+1
| +14% | +$299 | ﹤0.01% | 1402 |
|
|
2024
Q3 | $2.1K | Hold |
7
| – | – | ﹤0.01% | 1467 |
|
|
2024
Q2 | $1.89K | Hold |
7
| – | – | ﹤0.01% | 1453 |
|
|
2024
Q1 | $1.89K | Hold |
7
| – | – | ﹤0.01% | 1464 |
|
|
2023
Q4 | $2K | Buy |
7
+2
| +40% | +$570 | ﹤0.01% | 1437 |
|
|
2023
Q3 | $1.17K | Buy |
5
+4
| +400% | +$937 | ﹤0.01% | 1552 |
|
|
2023
Q2 | $218 | Hold |
1
| – | – | ﹤0.01% | 1871 |
|
|
2023
Q1 | $233 | Hold |
1
| – | – | ﹤0.01% | 1809 |
|
|
2022
Q4 | $209 | Buy |
+1
| New | +$209 | ﹤0.01% | 1827 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | -$1K | – | 1937 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1526 |
|