EverSource Wealth Advisors’s Royal Bank of Canada RY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Buy |
4,762
+1,513
| +47% | +$199K | 0.03% | 386 |
|
|
2025
Q1 | $366K | Buy |
3,249
+1,621
| +100% | +$183K | 0.02% | 459 |
|
|
2024
Q4 | $196K | Buy |
1,628
+157
| +11% | +$18.9K | 0.01% | 664 |
|
|
2024
Q3 | $184K | Buy |
1,471
+130
| +10% | +$16.2K | 0.01% | 589 |
|
|
2024
Q2 | $150K | Buy |
1,341
+253
| +23% | +$28.3K | 0.01% | 659 |
|
|
2024
Q1 | $105K | Buy |
1,088
+372
| +52% | +$36K | 0.01% | 681 |
|
|
2023
Q4 | $72.4K | Buy |
716
+471
| +192% | +$47.6K | 0.01% | 760 |
|
|
2023
Q3 | $21.4K | Buy |
245
+182
| +289% | +$15.9K | ﹤0.01% | 1097 |
|
|
2023
Q2 | $6.02K | Sell |
63
-174
| -73% | -$16.6K | ﹤0.01% | 1648 |
|
|
2023
Q1 | $22.7K | Buy |
237
+8
| +3% | +$765 | ﹤0.01% | 1036 |
|
|
2022
Q4 | $21.5K | Buy |
229
+84
| +58% | +$7.9K | ﹤0.01% | 1044 |
|
|
2022
Q3 | $13K | Sell |
145
-77
| -35% | -$6.9K | ﹤0.01% | 1052 |
|
|
2022
Q2 | $21K | Buy |
222
+48
| +28% | +$4.54K | 0.01% | 817 |
|
|
2022
Q1 | $19K | Hold |
174
| – | – | ﹤0.01% | 726 |
|
|
2021
Q4 | $19K | Buy |
+174
| New | +$19K | 0.01% | 716 |
|