Exencial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,166
| Closed | -$421K | – | 500 |
|
|
2023
Q4 | $421K | Sell |
4,166
-389
| -9% | -$39.3K | 0.02% | 360 |
|
|
2023
Q3 | $398K | Sell |
4,555
-1,006
| -18% | -$88K | 0.02% | 318 |
|
|
2023
Q2 | $531K | Sell |
5,561
-336
| -6% | -$32.1K | 0.02% | 287 |
|
|
2023
Q1 | $564K | Sell |
5,897
-992
| -14% | -$94.8K | 0.03% | 263 |
|
|
2022
Q4 | $648K | Sell |
6,889
-90
| -1% | -$8.46K | 0.03% | 255 |
|
|
2022
Q3 | $628K | Buy |
6,979
+97
| +1% | +$8.73K | 0.04% | 245 |
|
|
2022
Q2 | $666K | Buy |
+6,882
| New | +$666K | 0.04% | 251 |
|