CWP

CFM Wealth Partners’s Royal Bank of Canada RY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.82M	Hold	21,401	–	–	0.45%	47
2025 Q1	$2.41M	Hold	21,401	–	–	0.43%	48
2024 Q4	$2.58M	Hold	21,401	–	–	0.44%	51
2024 Q3	$2.67M	Sell	21,401 -345	-2%	-$43K	0.47%	50
2024 Q2	$2.31M	Hold	21,746	–	–	0.43%	53
2024 Q1	$2.19M	Hold	21,746	–	–	0.44%	55
2023 Q4	$2.2M	Buy	+21,746	New	+$2.2M	0.5%	52
2023 Q3	–	Sell	-21,746	Closed	-$2.08M	–	156
2023 Q2	$2.08M	Hold	21,746	–	–	0.5%	53
2023 Q1	$2.08M	Buy	+21,746	New	+$2.08M	0.56%	49
2022 Q4	–	Sell	-21,746	Closed	-$1.96M	–	161
2022 Q3	$1.96M	Hold	21,746	–	–	0.63%	46
2022 Q2	$2.11M	Hold	21,746	–	–	0.63%	44
2022 Q1	$2.4M	Hold	21,746	–	–	0.57%	47
2021 Q4	$2.29M	Hold	21,746	–	–	0.51%	52
2021 Q3	$2.16M	Hold	21,746	–	–	0.54%	48
2021 Q2	$2.2M	Hold	21,746	–	–	0.59%	45
2021 Q1	$2.01M	Hold	21,746	–	–	0.6%	44
2020 Q4	$1.79M	Hold	21,746	–	–	0.57%	45
2020 Q3	$1.56M	Buy	21,746 +393	+2%	+$28.2K	0.57%	42
2020 Q2	$1.45M	Hold	21,353	–	–	0.55%	40
2020 Q1	$1.32M	Buy	+21,353	New	+$1.32M	0.61%	41