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Whipplewood Advisors’s RB Global RBA Stock Holding History

Whipplewood Advisors’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$48.4K Buy
456
+137
+43% +$14.5K 0.03% 320
2025
Q1 		$41.5K Sell
319
-92
-22% -$12K 0.02% 335
2024
Q4 		$37.1K Buy
+411
New +$37.1K 0.02% 351