Marietta Wealth Management’s Royal Bank of Canada RY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,910	Closed	-$401K	–	111
2020 Q2	$401K	Sell	5,910 -932	-14%	-$59.3K	0.14%	94
2020 Q1	$421K	Buy	6,842 +232	+4%	+$17.2K	0.16%	90
2019 Q4	$524K	Buy	6,610 +169	+3%	+$13.6K	0.17%	85
2019 Q3	$523K	Buy	6,441 +416	+7%	+$32.5K	0.19%	87
2019 Q2	$478K	Sell	6,025 -316	-5%	-$24.7K	0.19%	91
2019 Q1	$479K	Sell	6,341 -692	-10%	-$52.3K	0.2%	91
2018 Q4	$482K	Buy	7,033 +107	+2%	+$7.81K	0.23%	89
2018 Q3	$555K	Sell	6,926 -115	-2%	-$9.02K	0.25%	91
2018 Q2	$530K	Buy	7,041 +240	+4%	+$18.4K	0.26%	91
2018 Q1	$526K	Sell	6,801 -300	-4%	-$24.4K	0.28%	86
2017 Q4	$580K	Sell	7,101 -344	-5%	-$27.3K	0.31%	79
2017 Q3	$576K	Sell	7,445 -2,368	-24%	-$177K	0.32%	79
2017 Q2	$712K	Sell	9,813 -88	-0.9%	-$6.17K	0.43%	73
2017 Q1	$722K	Buy	9,901 +971	+11%	+$70.4K	0.48%	71
2016 Q4	$605K	Buy	+8,930	New	+$579K	0.48%	74