Cypress Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,131
| Closed | -$384K | – | 155 |
|
|
2017
Q1 | $384K | Hold |
5,131
| – | – | 0.18% | 116 |
|
|
2016
Q4 | $369K | Hold |
5,131
| – | – | 0.17% | 118 |
|
|
2016
Q3 | $336K | Buy |
5,131
+35
| +0.7% | +$2.29K | 0.15% | 127 |
|
|
2016
Q2 | $323K | Buy |
5,096
+22
| +0.4% | +$1.39K | 0.16% | 122 |
|
|
2016
Q1 | $308K | Buy |
+5,074
| New | +$308K | 0.14% | 128 |
|