Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-200
| Closed | -$24.9K | – | 850 |
|
|
2024
Q3 | $24.9K | Hold |
200
| – | – | ﹤0.01% | 664 |
|
|
2024
Q2 | $21.3K | Hold |
200
| – | – | ﹤0.01% | 453 |
|
|
2024
Q1 | $20.2K | Sell |
200
-100
| -33% | -$10.1K | ﹤0.01% | 489 |
|
|
2023
Q4 | $30.3K | Hold |
300
| – | – | ﹤0.01% | 445 |
|
|
2023
Q3 | $26.2K | Hold |
300
| – | – | ﹤0.01% | 477 |
|
|
2023
Q2 | $28.7K | Hold |
300
| – | – | ﹤0.01% | 493 |
|
|
2023
Q1 | $28.7K | Hold |
300
| – | – | ﹤0.01% | 505 |
|
|
2022
Q4 | $28.2K | Buy |
+300
| New | +$28.2K | ﹤0.01% | 502 |
|
|
2016
Q3 | – | Sell |
-320
| Closed | -$19K | – | 559 |
|
|
2016
Q2 | $19K | Buy |
+320
| New | +$19K | ﹤0.01% | 347 |
|