Venturi Wealth Management’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-191
| Closed | -$17.2K | – | 1527 |
|
|
2024
Q4 | $17.2K | Hold |
191
| – | – | ﹤0.01% | 1293 |
|
|
2024
Q3 | $15.4K | Hold |
191
| – | – | ﹤0.01% | 1090 |
|
|
2024
Q2 | $14.6K | Hold |
191
| – | – | ﹤0.01% | 1013 |
|
|
2024
Q1 | $14.5K | Hold |
191
| – | – | ﹤0.01% | 824 |
|
|
2023
Q4 | $12.8K | Sell |
191
-30
| -14% | -$2.01K | ﹤0.01% | 817 |
|
|
2023
Q3 | $13.8K | Hold |
221
| – | – | ﹤0.01% | 731 |
|
|
2023
Q2 | $13.3K | Sell |
221
-30
| -12% | -$1.8K | ﹤0.01% | 616 |
|
|
2023
Q1 | $14.1K | Buy |
+251
| New | +$14.1K | ﹤0.01% | 658 |
|
|
2021
Q2 | – | Sell |
-4,514
| Closed | -$264K | – | 335 |
|
|
2021
Q1 | $264K | Buy |
+4,514
| New | +$264K | 0.03% | 274 |
|
|
2020
Q4 | – | Sell |
-3,615
| Closed | -$214K | – | 329 |
|
|
2020
Q3 | $214K | Buy |
+3,615
| New | +$214K | 0.02% | 263 |
|