JFS 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 | $58.1K | Buy |
442
+37
| +9% | +$4.87K | ﹤0.01% | 448 |
|
2025
Q1 | $45.7K | Sell |
405
-81
| -17% | -$9.13K | ﹤0.01% | 492 |
|
2024
Q4 | $58.6K | Buy |
486
+81
| +20% | +$9.76K | ﹤0.01% | 434 |
|
2024
Q3 | $50.5K | Hold |
405
| – | – | ﹤0.01% | 467 |
|
2024
Q2 | $43.1K | Hold |
405
| – | – | ﹤0.01% | 446 |
|
2024
Q1 | $40.9K | Buy |
405
+2
| +0.5% | +$202 | ﹤0.01% | 470 |
|
2023
Q4 | $40.8K | Buy |
403
+97
| +32% | +$9.81K | ﹤0.01% | 439 |
|
2023
Q3 | $26.8K | Sell |
306
-128
| -29% | -$11.2K | ﹤0.01% | 480 |
|
2023
Q2 | $41.5K | Buy |
434
+64
| +17% | +$6.11K | ﹤0.01% | 397 |
|
2023
Q1 | $35.4K | Buy |
370
+22
| +6% | +$2.1K | ﹤0.01% | 418 |
|
2022
Q4 | $32.7K | Sell |
348
-21
| -6% | -$1.97K | ﹤0.01% | 431 |
|
2022
Q3 | $33K | Sell |
369
-188
| -34% | -$16.8K | ﹤0.01% | 461 |
|
2022
Q2 | $54K | Buy |
557
+84
| +18% | +$8.14K | 0.01% | 387 |
|
2022
Q1 | $52K | Buy |
473
+346
| +272% | +$38K | ﹤0.01% | 419 |
|
2021
Q4 | $13K | Buy |
+127
| New | +$13K | ﹤0.01% | 648 |
|