Gideon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,288
| Closed | -$324K | – | 410 |
|
|
2019
Q1 | $324K | Buy |
+4,288
| New | +$324K | 0.12% | 259 |
|
|
2018
Q2 | – | Sell |
-5,516
| Closed | -$426K | – | 475 |
|
|
2018
Q1 | $426K | Buy |
+5,516
| New | +$426K | 0.26% | 146 |
|
|
2016
Q1 | – | Sell |
-4,103
| Closed | -$220K | – | 222 |
|
|
2015
Q4 | $220K | Buy |
+4,103
| New | +$220K | 0.16% | 174 |
|
|
2015
Q3 | – | Sell |
-31,550
| Closed | -$1.93M | – | 313 |
|
|
2015
Q2 | $1.93M | Buy |
31,550
+16,339
| +107% | +$999K | 0.8% | 30 |
|
|
2015
Q1 | $1.16M | Buy |
+15,211
| New | +$1.16M | 0.47% | 86 |
|