Douglass Winthrop 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-11,800
| Closed | -$889K | – | 282 |
|
2018
Q2 | $889K | Sell |
11,800
-1,000
| -8% | -$75.3K | 0.04% | 154 |
|
2018
Q1 | $989K | Sell |
12,800
-23
| -0.2% | -$1.78K | 0.05% | 145 |
|
2017
Q4 | $1.05M | Buy |
12,823
+623
| +5% | +$50.9K | 0.06% | 123 |
|
2017
Q3 | $944K | Hold |
12,200
| – | – | 0.05% | 126 |
|
2017
Q2 | $885K | Buy |
12,200
+7,500
| +160% | +$544K | 0.05% | 126 |
|
2017
Q1 | $343K | Sell |
4,700
-100
| -2% | -$7.3K | 0.02% | 191 |
|
2016
Q4 | $325K | Hold |
4,800
| – | – | 0.02% | 187 |
|
2016
Q3 | $297K | Buy |
+4,800
| New | +$297K | 0.02% | 196 |
|