Mount Yale Investment 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 | $7.7K | Buy |
+20
| New | +$7.7K | ﹤0.01% | 1173 |
|
|
2020
Q1 | – | Sell |
-2,919
| Closed | -$454K | – | 326 |
|
|
2019
Q4 | $454K | Sell |
2,919
-29
| -1% | -$4.51K | 0.08% | 219 |
|
|
2019
Q3 | $490K | Sell |
2,948
-55
| -2% | -$9.14K | 0.09% | 192 |
|
|
2019
Q2 | $478K | Buy |
3,003
+1
| +0% | +$159 | 0.09% | 194 |
|
|
2019
Q1 | $382K | Hold |
3,002
| – | – | 0.07% | 224 |
|
|
2018
Q4 | $392K | Buy |
3,002
+108
| +4% | +$14.1K | 0.08% | 221 |
|
|
2018
Q3 | $466K | Buy |
+2,894
| New | +$466K | 0.08% | 189 |
|