Beverly Hills Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
3,025
-281
| -8% | -$37K | 0.07% | 214 |
|
|
2025
Q1 | $373K | Sell |
3,306
-4
| -0.1% | -$451 | 0.07% | 215 |
|
|
2024
Q4 | $399K | Sell |
3,310
-253
| -7% | -$30.5K | 0.08% | 200 |
|
|
2024
Q3 | $444K | Sell |
3,563
-767
| -18% | -$95.7K | 0.09% | 203 |
|
|
2024
Q2 | $461K | Sell |
4,330
-326
| -7% | -$34.7K | 0.1% | 193 |
|
|
2024
Q1 | $470K | Buy |
4,656
+494
| +12% | +$49.8K | 0.11% | 202 |
|
|
2023
Q4 | $421K | Sell |
4,162
-770
| -16% | -$77.9K | 0.11% | 197 |
|
|
2023
Q3 | $431K | Sell |
4,932
-4,439
| -47% | -$388K | 0.13% | 171 |
|
|
2023
Q2 | $898K | Buy |
9,371
+5,317
| +131% | +$509K | 0.15% | 153 |
|
|
2023
Q1 | $387K | Buy |
4,054
+1,539
| +61% | +$147K | 0.12% | 186 |
|
|
2022
Q4 | $236K | Buy |
+2,515
| New | +$236K | 0.1% | 197 |
|