WealthSource Partners’s RB Global RBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $858K | Sell |
12,827
-2,581
| -17% | -$173K | 0.06% | 226 |
|
|
2023
Q3 | $963K | Sell |
15,408
-188
| -1% | -$11.8K | 0.07% | 198 |
|
|
2023
Q2 | $936K | Buy |
15,596
+4,550
| +41% | +$273K | 0.06% | 203 |
|
|
2023
Q1 | $622K | Buy |
11,046
+4,142
| +60% | +$233K | 0.04% | 262 |
|
|
2022
Q4 | $399K | Buy |
6,904
+1,005
| +17% | +$58.1K | 0.03% | 343 |
|
|
2022
Q3 | $369K | Sell |
5,899
-573
| -9% | -$35.8K | 0.03% | 355 |
|
|
2022
Q2 | $421K | Sell |
6,472
-336
| -5% | -$21.9K | 0.03% | 335 |
|
|
2022
Q1 | $402K | Sell |
6,808
-67
| -1% | -$3.96K | 0.03% | 390 |
|
|
2021
Q4 | $421K | Buy |
+6,875
| New | +$421K | 0.03% | 342 |
|