Charter Oak Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-200
| Closed | -$19K | – | 724 |
|
2022
Q2 | $19K | Hold |
200
| – | – | ﹤0.01% | 487 |
|
2022
Q1 | $22K | Hold |
200
| – | – | ﹤0.01% | 497 |
|
2021
Q4 | $21K | Sell |
200
-110
| -35% | -$11.6K | ﹤0.01% | 498 |
|
2021
Q3 | $31K | Hold |
310
| – | – | ﹤0.01% | 395 |
|
2021
Q2 | $31K | Buy |
310
+200
| +182% | +$20K | ﹤0.01% | 381 |
|
2021
Q1 | $10K | Buy |
+110
| New | +$10K | ﹤0.01% | 546 |
|