Caldwell Trust’s Royal Bank of Canada RY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Buy |
1,421
+5
|
|
||||
|
2025
Q1 | $160K | Hold |
1,416
|
|
||||
|
2024
Q4 | $171K | Hold |
1,416
|
|
||||
|
2024
Q3 | $177K | Sell |
1,416
-89
|
|
||||
|
2024
Q2 | $160K | Buy |
1,505
+261
|
|
||||
|
2024
Q1 | $125K | Buy |
1,244
+341
|
|
||||
|
2023
Q4 | $91.3K | Hold |
903
|
|
||||
|
2023
Q3 | $79K | Buy |
903
+182
|
|
||||
|
2023
Q2 | $68.9K | Buy |
721
+23
|
|
||||
|
2023
Q1 | $66.7K | Hold |
698
|
|
||||
|
2022
Q4 | $65.6K | Hold |
698
|
|
||||
|
2022
Q3 | $62.8K | Hold |
698
|
|
||||
|
2022
Q2 | $67.6K | Sell |
698
-37
|
|
||||
|
2022
Q1 | $81K | Hold |
735
|
|
||||
|
2021
Q4 | $78K | Buy |
735
+37
|
|
||||
|
2021
Q3 | $69.4K | Sell |
698
-48
|
|
||||
|
2021
Q2 | $75.6K | Hold |
746
|
|
||||
|
2021
Q1 | $68.8K | Hold |
746
|
|
||||
|
2020
Q4 | $61.2K | Hold |
746
|
|
||||
|
2020
Q3 | $52.3K | Sell |
746
-96
|
|
||||
|
2020
Q2 | $57.1K | Sell |
842
-1
|
|
||||
|
2020
Q1 | $51.9K | Hold |
843
|
|
||||
|
2019
Q4 | $66.8K | Buy |
+843
|
|