BWM
BerganKDV Wealth Management’s Royal Bank of Canada RY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.95M | Buy |
20,441
+229
| +1% | +$21.9K | 0.2% | 87 |
|
|
2023
Q1 | $1.93M | Sell |
20,212
-112
| -0.6% | -$10.7K | 0.2% | 91 |
|
|
2022
Q4 | $1.91M | Sell |
20,324
-300
| -1% | -$28.2K | 0.21% | 92 |
|
|
2022
Q3 | $1.86M | Buy |
20,624
+1,314
| +7% | +$118K | 0.22% | 85 |
|
|
2022
Q2 | $1.87M | Buy |
19,310
+100
| +0.5% | +$9.68K | 0.21% | 93 |
|
|
2022
Q1 | $2.12M | Buy |
19,210
+2,378
| +14% | +$262K | 0.23% | 89 |
|
|
2021
Q4 | $1.79M | Sell |
16,832
-812
| -5% | -$86.2K | 0.19% | 97 |
|
|
2021
Q3 | $1.76M | Buy |
17,644
+254
| +1% | +$25.3K | 0.2% | 93 |
|
|
2021
Q2 | $1.76M | Sell |
17,390
-34
| -0.2% | -$3.45K | 0.21% | 89 |
|
|
2021
Q1 | $1.61M | Buy |
17,424
+17,382
| +41,386% | +$1.6M | 0.21% | 94 |
|
|
2020
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 746 |
|
|
2020
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 658 |
|
|
2020
Q2 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 711 |
|