Concert Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,901
| Closed | -$737K | – | 389 |
|
|
2017
Q1 | $737K | Hold |
10,901
| – | – | 0.17% | 179 |
|
|
2016
Q4 | $737K | Sell |
10,901
-204
| -2% | -$13.8K | 0.16% | 188 |
|
|
2016
Q3 | $688K | Hold |
11,105
| – | – | 0.08% | 305 |
|
|
2016
Q2 | $656K | Hold |
11,105
| – | – | 0.09% | 284 |
|
|
2016
Q1 | $640K | Buy |
11,105
+26
| +0.2% | +$1.5K | 0.09% | 286 |
|
|
2015
Q4 | $594K | Buy |
11,079
+243
| +2% | +$13K | 0.08% | 320 |
|
|
2015
Q3 | $599K | Hold |
10,836
| – | – | 0.08% | 311 |
|
|
2015
Q2 | $662K | Hold |
10,836
| – | – | 0.09% | 305 |
|
|
2015
Q1 | $2K | Hold |
10,836
| – | – | ﹤0.01% | 485 |
|
|
2014
Q4 | $748K | Sell |
10,836
-2,400
| -18% | -$166K | 0.11% | 238 |
|
|
2014
Q3 | $943K | Hold |
13,236
| – | – | 0.13% | 140 |
|
|
2014
Q2 | $941K | Sell |
13,236
-1
| -0% | -$71 | 0.12% | 149 |
|
|
2014
Q1 | $869K | Hold |
13,237
| – | – | 0.11% | 161 |
|
|
2013
Q4 | $888K | Buy |
13,237
+336
| +3% | +$22.5K | 0.11% | 151 |
|
|
2013
Q3 | $826K | Sell |
12,901
-200
| -2% | -$12.8K | 0.12% | 155 |
|
|
2013
Q2 | $762K | Buy |
+13,101
| New | +$762K | 0.11% | 152 |
|