Belpointe Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,680
| Closed | -$256K | – | 2816 |
|
|
2023
Q1 | $256K | Buy |
2,680
+503
| +23% | +$48.1K | 0.01% | 823 |
|
|
2022
Q4 | $205K | Buy |
2,177
+448
| +26% | +$42.1K | 0.01% | 889 |
|
|
2022
Q3 | $156K | Sell |
1,729
-90
| -5% | -$8.12K | 0.01% | 947 |
|
|
2022
Q2 | $176K | Sell |
1,819
-21
| -1% | -$2.03K | 0.01% | 878 |
|
|
2022
Q1 | $203K | Sell |
1,840
-1,361
| -43% | -$150K | 0.01% | 904 |
|
|
2021
Q4 | $340K | Buy |
3,201
+291
| +10% | +$30.9K | 0.02% | 657 |
|
|
2021
Q3 | $290K | Buy |
2,910
+1,616
| +125% | +$161K | 0.02% | 694 |
|
|
2021
Q2 | $131K | Buy |
+1,294
| New | +$131K | 0.01% | 1012 |
|
|
2020
Q2 | – | Sell |
-2,700
| Closed | -$166K | – | 757 |
|
|
2020
Q1 | $166K | Sell |
2,700
-3,423
| -56% | -$210K | 0.03% | 469 |
|
|
2019
Q4 | $485K | Buy |
6,123
+2,005
| +49% | +$159K | 0.06% | 325 |
|
|
2019
Q3 | $334K | Sell |
4,118
-683
| -14% | -$55.4K | 0.05% | 369 |
|
|
2019
Q2 | $381K | Buy |
4,801
+1,294
| +37% | +$103K | 0.07% | 285 |
|
|
2019
Q1 | $265K | Buy |
+3,507
| New | +$265K | 0.05% | 262 |
|