Valeo Financial Advisors’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,514
| Closed | -$203K | – | 638 |
|
|
2022
Q4 | $203K | Buy |
+3,514
| New | +$203K | 0.01% | 486 |
|
|
2020
Q3 | – | Sell |
-46
| Closed | -$2K | – | 1958 |
|
|
2020
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 1705 |
|
|
2020
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 1515 |
|
|
2019
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 1462 |
|
|
2019
Q3 | $2K | Sell |
46
-22
| -32% | -$957 | ﹤0.01% | 1387 |
|
|
2019
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 1418 |
|
|
2019
Q1 | $2K | Hold |
68
| – | – | ﹤0.01% | 1374 |
|
|
2018
Q4 | $2K | Sell |
68
-1
| -1% | -$29 | ﹤0.01% | 1301 |
|
|
2018
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 1495 |
|
|
2018
Q2 | $3K | Hold |
69
| – | – | ﹤0.01% | 1265 |
|
|
2018
Q1 | $2K | Hold |
69
| – | – | ﹤0.01% | 1347 |
|
|
2017
Q4 | $2K | Buy |
69
+24
| +53% | +$696 | ﹤0.01% | 1200 |
|
|
2017
Q3 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1115 |
|