B. Riley Wealth Advisors’s Royal Bank of Canada RY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,754
| Closed | -$214K | – | 720 |
|
|
2018
Q1 | $214K | Sell |
2,754
-280
| -9% | -$21.8K | 0.03% | 564 |
|
|
2017
Q4 | $248K | Sell |
3,034
-50
| -2% | -$4.09K | 0.03% | 512 |
|
|
2017
Q3 | $240K | Sell |
3,084
-313
| -9% | -$24.4K | 0.04% | 440 |
|
|
2017
Q2 | $247K | Buy |
3,397
+306
| +10% | +$22.3K | 0.04% | 423 |
|
|
2017
Q1 | $226K | Sell |
3,091
-228
| -7% | -$16.7K | 0.05% | 431 |
|
|
2016
Q4 | $225K | Hold |
3,319
| – | – | 0.05% | 423 |
|
|
2016
Q3 | $206K | Sell |
3,319
-178
| -5% | -$11K | 0.04% | 532 |
|
|
2016
Q2 | $207K | Sell |
3,497
-221
| -6% | -$13.1K | 0.04% | 521 |
|
|
2016
Q1 | $214K | Sell |
3,718
-422
| -10% | -$24.3K | 0.05% | 455 |
|
|
2015
Q4 | $222K | Buy |
4,140
+115
| +3% | +$6.17K | 0.05% | 461 |
|
|
2015
Q3 | $223K | Buy |
+4,025
| New | +$223K | 0.05% | 441 |
|
|
2015
Q2 | – | Sell |
-3,853
| Closed | -$233K | – | 576 |
|
|
2015
Q1 | $233K | Sell |
3,853
-3,791
| -50% | -$229K | 0.06% | 427 |
|
|
2014
Q4 | $2.9K | Buy |
7,644
+3,836
| +101% | +$1.45K | 0.06% | 407 |
|
|
2014
Q3 | $272K | Sell |
3,808
-3,808
| -50% | -$272K | 0.07% | 388 |
|
|
2014
Q2 | $272K | Buy |
7,616
+3,588
| +89% | +$128K | 0.06% | 348 |
|
|
2014
Q1 | $266K | Sell |
4,028
-184
| -4% | -$12.2K | 0.08% | 293 |
|
|
2013
Q4 | $283K | Sell |
4,212
-200
| -5% | -$13.4K | 0.09% | 251 |
|
|
2013
Q3 | $283K | Sell |
4,412
-987
| -18% | -$63.3K | 0.1% | 238 |
|
|
2013
Q2 | $315K | Buy |
+5,399
| New | +$315K | 0.11% | 218 |
|