Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,527
| Closed | -$157K | – | 849 |
|
|
2016
Q3 | $157K | Sell |
2,527
-46
| -2% | -$2.86K | 0.06% | 260 |
|
|
2016
Q2 | $152K | Buy |
2,573
+850
| +49% | +$50.2K | 0.06% | 254 |
|
|
2016
Q1 | $99K | Buy |
1,723
+977
| +131% | +$56.1K | 0.04% | 288 |
|
|
2015
Q4 | $40K | Buy |
746
+46
| +7% | +$2.47K | 0.02% | 433 |
|
|
2015
Q3 | $39K | Hold |
700
| – | – | 0.02% | 431 |
|
|
2015
Q2 | $43K | Hold |
700
| – | – | 0.02% | 432 |
|
|
2015
Q1 | $42K | Buy |
+700
| New | +$42K | 0.02% | 418 |
|