EWM
Evercore Wealth Management’s Royal Bank of Canada RY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,211
| Closed | -$731K | – | 417 |
|
|
2019
Q2 | $731K | Buy |
9,211
+108
| +1% | +$8.57K | 0.02% | 234 |
|
|
2019
Q1 | $688K | Buy |
9,103
+150
| +2% | +$11.3K | 0.02% | 236 |
|
|
2018
Q4 | $613K | Buy |
8,953
+50
| +0.6% | +$3.42K | 0.02% | 232 |
|
|
2018
Q3 | $714K | Buy |
8,903
+73
| +0.8% | +$5.85K | 0.02% | 238 |
|
|
2018
Q2 | $665K | Hold |
8,830
| – | – | 0.02% | 245 |
|
|
2018
Q1 | $682K | Hold |
8,830
| – | – | 0.03% | 212 |
|
|
2017
Q4 | $721K | Hold |
8,830
| – | – | 0.03% | 220 |
|
|
2017
Q3 | $683K | Hold |
8,830
| – | – | 0.03% | 217 |
|
|
2017
Q2 | $640K | Sell |
8,830
-61
| -0.7% | -$4.42K | 0.02% | 225 |
|
|
2017
Q1 | $648K | Buy |
8,891
+8,830
| +14,475% | +$644K | 0.03% | 228 |
|
|
2016
Q4 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 909 |
|
|
2016
Q1 | – | Sell |
-10
| Closed | -$1K | – | 999 |
|
|
2015
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 988 |
|
|
2013
Q4 | – | Sell |
-251
| Closed | -$16K | – | 966 |
|
|
2013
Q3 | $16K | Buy |
+251
| New | +$16K | ﹤0.01% | 714 |
|