Marietta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,910
| Closed | -$401K | – | 111 |
|
|
2020
Q2 | $401K | Sell |
5,910
-932
| -14% | -$63.2K | 0.14% | 94 |
|
|
2020
Q1 | $421K | Buy |
6,842
+232
| +4% | +$14.3K | 0.16% | 90 |
|
|
2019
Q4 | $524K | Buy |
6,610
+169
| +3% | +$13.4K | 0.17% | 85 |
|
|
2019
Q3 | $523K | Buy |
6,441
+416
| +7% | +$33.8K | 0.19% | 87 |
|
|
2019
Q2 | $478K | Sell |
6,025
-316
| -5% | -$25.1K | 0.19% | 91 |
|
|
2019
Q1 | $479K | Sell |
6,341
-692
| -10% | -$52.3K | 0.2% | 91 |
|
|
2018
Q4 | $482K | Buy |
7,033
+107
| +2% | +$7.33K | 0.23% | 89 |
|
|
2018
Q3 | $555K | Sell |
6,926
-115
| -2% | -$9.22K | 0.25% | 91 |
|
|
2018
Q2 | $530K | Buy |
7,041
+240
| +4% | +$18.1K | 0.26% | 91 |
|
|
2018
Q1 | $526K | Sell |
6,801
-300
| -4% | -$23.2K | 0.28% | 86 |
|
|
2017
Q4 | $580K | Sell |
7,101
-344
| -5% | -$28.1K | 0.31% | 79 |
|
|
2017
Q3 | $576K | Sell |
7,445
-2,368
| -24% | -$183K | 0.32% | 79 |
|
|
2017
Q2 | $712K | Sell |
9,813
-88
| -0.9% | -$6.39K | 0.43% | 73 |
|
|
2017
Q1 | $722K | Buy |
9,901
+971
| +11% | +$70.8K | 0.48% | 71 |
|
|
2016
Q4 | $605K | Buy |
+8,930
| New | +$605K | 0.48% | 74 |
|