Mosaic Family Wealth’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-587
| Closed | -$20K | – | 509 |
|
|
2019
Q1 | $20K | Buy |
587
+161
| +38% | +$5.49K | 0.01% | 434 |
|
|
2018
Q4 | $14K | Hold |
426
| – | – | 0.01% | 459 |
|
|
2018
Q3 | $15K | Hold |
426
| – | – | 0.01% | 467 |
|
|
2018
Q2 | $15K | Hold |
426
| – | – | 0.01% | 492 |
|
|
2018
Q1 | $13K | Hold |
426
| – | – | ﹤0.01% | 500 |
|
|
2017
Q4 | $13K | Buy |
426
+251
| +143% | +$7.66K | ﹤0.01% | 505 |
|
|
2017
Q3 | $6K | Buy |
+175
| New | +$6K | ﹤0.01% | 660 |
|