Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-65
| Closed | -$8K | – | 657 |
|
|
2020
Q3 | $8K | Hold |
65
| – | – | ﹤0.01% | 399 |
|
|
2020
Q2 | $9K | Sell |
65
-34
| -34% | -$4.71K | ﹤0.01% | 393 |
|
|
2020
Q1 | $11K | Buy |
99
+34
| +52% | +$3.78K | ﹤0.01% | 331 |
|
|
2019
Q4 | $10K | Buy |
+65
| New | +$10K | ﹤0.01% | 415 |
|
|
2019
Q2 | – | Sell |
-36
| Closed | -$5K | – | 548 |
|
|
2019
Q1 | $5K | Buy |
+36
| New | +$5K | ﹤0.01% | 374 |
|
|
2018
Q2 | – | Sell |
-15
| Closed | -$2K | – | 628 |
|
|
2018
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 479 |
|