LifePlan Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-1,400
| Closed | -$112K | – | 559 |
|
2018
Q3 | $112K | Hold |
1,400
| – | – | 0.06% | 173 |
|
2018
Q2 | $105K | Sell |
1,400
-15
| -1% | -$1.13K | 0.06% | 175 |
|
2018
Q1 | $109K | Buy |
+1,415
| New | +$109K | 0.06% | 158 |
|
2015
Q1 | – | Sell |
-3,186
| Closed | -$220K | – | 86 |
|
2014
Q4 | $220K | Buy |
+3,186
| New | +$220K | 0.15% | 71 |
|
2014
Q2 | – | Sell |
-2,444
| Closed | -$161K | – | 187 |
|
2014
Q1 | $161K | Hold |
2,444
| – | – | 0.13% | 72 |
|
2013
Q4 | $164K | Buy |
2,444
+1,400
| +134% | +$93.9K | 0.11% | 69 |
|
2013
Q3 | $67K | Buy |
+1,044
| New | +$67K | 0.05% | 93 |
|