TrueWealth LLC’s RBC Bearings RBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-112
| Closed | -$13K | – | 760 |
|
|
2020
Q1 | $13K | Hold |
112
| – | – | 0.01% | 423 |
|
|
2019
Q4 | $18K | Hold |
112
| – | – | 0.01% | 393 |
|
|
2019
Q3 | $19K | Hold |
112
| – | – | 0.01% | 381 |
|
|
2019
Q2 | $19K | Hold |
112
| – | – | 0.01% | 377 |
|
|
2019
Q1 | $14K | Hold |
112
| – | – | 0.01% | 414 |
|
|
2018
Q4 | $15K | Hold |
112
| – | – | 0.01% | 394 |
|
|
2018
Q3 | $17K | Hold |
112
| – | – | 0.01% | 407 |
|
|
2018
Q2 | $14K | Hold |
112
| – | – | 0.01% | 435 |
|
|
2018
Q1 | $14K | Hold |
112
| – | – | 0.01% | 407 |
|
|
2017
Q4 | $14K | Buy |
+112
| New | +$14K | 0.01% | 452 |
|