J.W. Cole 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 | $3.66M | Buy |
27,841
+245
| +0.9% | +$32.2K | 0.08% | 248 |
|
2025
Q1 | $3.11M | Buy |
+27,596
| New | +$3.11M | 0.1% | 217 |
|
2021
Q2 | – | Sell |
-6,656
| Closed | -$614K | – | 759 |
|
2021
Q1 | $614K | Buy |
6,656
+400
| +6% | +$36.9K | 0.06% | 335 |
|
2020
Q4 | $513K | Sell |
6,256
-8,030
| -56% | -$658K | 0.05% | 340 |
|
2020
Q3 | $1M | Buy |
+14,286
| New | +$1M | 0.08% | 252 |
|
2020
Q2 | – | Sell |
-4,944
| Closed | -$304K | – | 317 |
|
2020
Q1 | $304K | Sell |
4,944
-1,696
| -26% | -$104K | 0.59% | 51 |
|
2019
Q4 | $526K | Buy |
+6,640
| New | +$526K | 0.07% | 294 |
|