SSWM
Sheets Smith Wealth Management’s RBC Bearings RBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
5,064
+44
| +0.9% | +$16.9K | 0.23% | 95 |
|
|
2025
Q1 | $1.62M | Sell |
5,020
-203
| -4% | -$65.3K | 0.2% | 114 |
|
|
2024
Q4 | $1.56M | Sell |
5,223
-148
| -3% | -$44.3K | 0.19% | 114 |
|
|
2024
Q3 | $1.61M | Sell |
5,371
-115
| -2% | -$34.4K | 0.2% | 115 |
|
|
2024
Q2 | $1.48M | Hold |
5,486
| – | – | 0.18% | 121 |
|
|
2024
Q1 | $1.48M | Buy |
5,486
+3,470
| +172% | +$938K | 0.17% | 130 |
|
|
2023
Q4 | $574K | Buy |
2,016
+195
| +11% | +$55.6K | 0.08% | 194 |
|
|
2023
Q3 | $426K | Buy |
+1,821
| New | +$426K | 0.06% | 219 |
|