Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.9K | Hold |
600
| – | – | ﹤0.01% | 260 |
|
|
2025
Q1 | $67.6K | Hold |
600
| – | – | ﹤0.01% | 277 |
|
|
2024
Q4 | $72.3K | Hold |
600
| – | – | ﹤0.01% | 279 |
|
|
2024
Q3 | $74.8K | Hold |
600
| – | – | ﹤0.01% | 292 |
|
|
2024
Q2 | $63.8K | Hold |
600
| – | – | ﹤0.01% | 291 |
|
|
2024
Q1 | $60.5K | Hold |
600
| – | – | ﹤0.01% | 309 |
|
|
2023
Q4 | $60.7K | Buy |
+600
| New | +$60.7K | ﹤0.01% | 320 |
|
|
2021
Q3 | – | Sell |
-20
| Closed | -$2.03K | – | 567 |
|
|
2021
Q2 | $2.03K | Hold |
20
| – | – | ﹤0.01% | 509 |
|
|
2021
Q1 | $1.84K | Hold |
20
| – | – | ﹤0.01% | 524 |
|
|
2020
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 517 |
|