IFP Advisors’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.9K | Buy |
620
+337
| +119% | +$8.65K | ﹤0.01% | 2667 |
|
2025
Q1 | $5.98K | Buy |
+283
| New | +$5.98K | ﹤0.01% | 2760 |
|
2023
Q1 | – | Sell |
-322
| Closed | -$4K | – | 4121 |
|
2022
Q4 | $4K | Hold |
322
| – | – | ﹤0.01% | 3921 |
|
2022
Q3 | $4K | Hold |
322
| – | – | ﹤0.01% | 4146 |
|
2022
Q2 | $4K | Hold |
322
| – | – | ﹤0.01% | 3908 |
|
2022
Q1 | $4K | Buy |
+322
| New | +$4K | ﹤0.01% | 3908 |
|