Modern Wealth Management’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 | – | Sell |
-2,276
| Closed | -$228K | – | 794 |
|
|
2025
Q1 | $228K | Sell |
2,276
-537
| -19% | -$53.9K | 0.01% | 610 |
|
|
2024
Q4 | $254K | Buy |
+2,813
| New | +$254K | 0.01% | 495 |
|
|
2024
Q3 | – | Sell |
-2,719
| Closed | -$208K | – | 463 |
|
|
2024
Q2 | $208K | Sell |
2,719
-1,549
| -36% | -$118K | 0.02% | 380 |
|
|
2024
Q1 | $325K | Buy |
+4,268
| New | +$325K | 0.03% | 229 |
|