CWM
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Congress Wealth Management’s Royal Bank of Canada RY Stock Holding History

Congress Wealth Management’s Portfolio RY Stock Details RY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,120
Closed -$255K – 1112
2024
Q4 		$255K Buy
+2,120
New +$255K ﹤0.01% 799