WR Wealth Planners’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.8K | Hold |
197
| – | – | 0.01% | 493 |
|
|
2024
Q3 | $15.9K | Buy |
197
+26
| +15% | +$2.09K | ﹤0.01% | 552 |
|
|
2024
Q2 | $13.1K | Buy |
171
+4
| +2% | +$305 | ﹤0.01% | 535 |
|
|
2024
Q1 | $12.7K | Buy |
+167
| New | +$12.7K | ﹤0.01% | 550 |
|
|
2023
Q4 | – | Sell |
-178
| Closed | -$11.1K | – | 692 |
|
|
2023
Q3 | $11.1K | Hold |
178
| – | – | ﹤0.01% | 533 |
|
|
2023
Q2 | $10.7K | Buy |
178
+3
| +2% | +$180 | ﹤0.01% | 546 |
|
|
2023
Q1 | $9.85K | Buy |
+175
| New | +$9.85K | ﹤0.01% | 560 |
|