CPWA
Cerro Pacific Wealth Advisors’s Royal Bank of Canada RY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
8,571
+58
| +0.7% | +$7.63K | 0.31% | 64 |
|
|
2025
Q1 | $1.03M | Buy |
8,513
+44
| +0.5% | +$5.3K | 0.33% | 65 |
|
|
2024
Q4 | $1.06M | Sell |
8,469
-219
| -3% | -$27.3K | 0.35% | 64 |
|
|
2024
Q3 | $924K | Hold |
8,688
| – | – | 0.35% | 67 |
|
|
2024
Q2 | $924K | Buy |
+8,688
| New | +$924K | 0.35% | 68 |
|
|
2023
Q1 | $556K | Buy |
5,821
+2,630
| +82% | +$251K | 0.31% | 81 |
|
|
2022
Q4 | $300K | Buy |
+3,191
| New | +$300K | 0.16% | 131 |
|
|
2020
Q4 | $205K | Buy |
+2,504
| New | +$205K | 0.12% | 105 |
|