Independent Solutions Wealth Management’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 | $1.26M | Sell |
9,561
-137
| -1% | -$18K | 0.25% | 102 |
|
|
2025
Q1 | $1.09M | Sell |
9,698
-964
| -9% | -$109K | 0.24% | 104 |
|
|
2024
Q4 | $1.28M | Sell |
10,662
-60
| -0.6% | -$7.23K | 0.28% | 100 |
|
|
2024
Q3 | $1.34M | Sell |
10,722
-935
| -8% | -$117K | 0.3% | 89 |
|
|
2024
Q2 | $1.24M | Sell |
11,657
-803
| -6% | -$85.4K | 0.28% | 93 |
|
|
2024
Q1 | $1.26M | Sell |
12,460
-1,124
| -8% | -$113K | 0.3% | 88 |
|
|
2023
Q4 | $1.37M | Sell |
13,584
-2,153
| -14% | -$218K | 0.35% | 78 |
|
|
2023
Q3 | $1.38M | Sell |
15,737
-927
| -6% | -$81.1K | 0.36% | 66 |
|
|
2023
Q2 | $1.59M | Sell |
16,664
-200
| -1% | -$19.1K | 0.4% | 57 |
|
|
2023
Q1 | $1.61M | Sell |
16,864
-610
| -3% | -$58.3K | 0.48% | 55 |
|
|
2022
Q4 | $1.64M | Sell |
17,474
-638
| -4% | -$60K | 0.5% | 50 |
|
|
2022
Q3 | $1.63M | Buy |
18,112
+67
| +0.4% | +$6.03K | 0.53% | 50 |
|
|
2022
Q2 | $1.75M | Buy |
18,045
+698
| +4% | +$67.6K | 0.54% | 50 |
|
|
2022
Q1 | $1.91M | Buy |
17,347
+163
| +0.9% | +$18K | 0.45% | 51 |
|
|
2021
Q4 | $1.82M | Buy |
17,184
+1,658
| +11% | +$176K | 0.43% | 61 |
|
|
2021
Q3 | $1.54M | Buy |
15,526
+58
| +0.4% | +$5.77K | 0.38% | 65 |
|
|
2021
Q2 | $1.57M | Sell |
15,468
-3,645
| -19% | -$369K | 0.38% | 62 |
|
|
2021
Q1 | $1.76M | Buy |
19,113
+3,727
| +24% | +$344K | 0.48% | 51 |
|
|
2020
Q4 | $1.26M | Buy |
15,386
+3,703
| +32% | +$304K | 0.39% | 58 |
|
|
2020
Q3 | $819K | Sell |
11,683
-1,046
| -8% | -$73.4K | 0.31% | 67 |
|
|
2020
Q2 | $863K | Buy |
12,729
+3,299
| +35% | +$224K | 0.37% | 55 |
|
|
2020
Q1 | $580K | Sell |
9,430
-174
| -2% | -$10.7K | 0.32% | 61 |
|
|
2019
Q4 | $761K | Buy |
+9,604
| New | +$761K | 0.34% | 61 |
|