Colton Groome Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,321
| Closed | -$1.94M | – | 126 |
|
|
2023
Q1 | $1.94M | Hold |
20,321
| – | – | 0.93% | 30 |
|
|
2022
Q4 | $1.91M | Hold |
20,321
| – | – | 0.94% | 33 |
|
|
2022
Q3 | $1.83M | Buy |
20,321
+15,710
| +341% | +$1.41M | 0.93% | 28 |
|
|
2022
Q2 | $446K | Hold |
4,611
| – | – | 0.22% | 55 |
|
|
2022
Q1 | $508K | Hold |
4,611
| – | – | 0.24% | 58 |
|
|
2021
Q4 | $489K | Sell |
4,611
-476
| -9% | -$50.5K | 0.2% | 77 |
|
|
2021
Q3 | $506K | Hold |
5,087
| – | – | 0.22% | 67 |
|
|
2021
Q2 | $515K | Hold |
5,087
| – | – | 0.24% | 65 |
|
|
2021
Q1 | $469K | Hold |
5,087
| – | – | 0.26% | 38 |
|
|
2020
Q4 | $417K | Hold |
5,087
| – | – | 0.27% | 45 |
|
|
2020
Q3 | $357K | Hold |
5,087
| – | – | 0.25% | 44 |
|
|
2020
Q2 | $345K | Hold |
5,087
| – | – | 0.25% | 46 |
|
|
2020
Q1 | $313K | Hold |
5,087
| – | – | 0.26% | 50 |
|
|
2019
Q4 | $403K | Hold |
5,087
| – | – | 0.29% | 48 |
|
|
2019
Q3 | $416K | Hold |
5,087
| – | – | 0.31% | 49 |
|
|
2019
Q2 | $404K | Buy |
+5,087
| New | +$404K | 0.32% | 39 |
|