Mount Yale Investment 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 | $669K | Sell |
5,085
-8
| -0.2% | -$1.05K | 0.05% | 280 |
|
|
2025
Q1 | $574K | Buy |
5,093
+193
| +4% | +$21.8K | 0.05% | 302 |
|
|
2024
Q4 | $591K | Sell |
4,900
-535
| -10% | -$64.5K | 0.05% | 313 |
|
|
2024
Q3 | $678K | Sell |
5,435
-388
| -7% | -$48.4K | 0.07% | 276 |
|
|
2024
Q2 | $619K | Buy |
5,823
+92
| +2% | +$9.79K | 0.05% | 303 |
|
|
2024
Q1 | $578K | Buy |
5,731
+1,233
| +27% | +$124K | 0.04% | 324 |
|
|
2023
Q4 | $455K | Buy |
4,498
+481
| +12% | +$48.6K | 0.04% | 336 |
|
|
2023
Q3 | $351K | Buy |
4,017
+198
| +5% | +$17.3K | 0.04% | 364 |
|
|
2023
Q2 | $365K | Buy |
3,819
+324
| +9% | +$30.9K | 0.04% | 354 |
|
|
2023
Q1 | $334K | Buy |
3,495
+1,107
| +46% | +$106K | 0.04% | 359 |
|
|
2022
Q4 | $225K | Sell |
2,388
-633
| -21% | -$59.5K | 0.03% | 416 |
|
|
2022
Q3 | $272K | Buy |
3,021
+390
| +15% | +$35.1K | 0.04% | 357 |
|
|
2022
Q2 | $255K | Buy |
+2,631
| New | +$255K | 0.03% | 390 |
|
|
2018
Q4 | – | Sell |
-1,001
| Closed | -$73K | – | 680 |
|
|
2018
Q3 | $73K | Buy |
1,001
+325
| +48% | +$23.7K | 0.01% | 531 |
|
|
2018
Q2 | $51K | Buy |
676
+88
| +15% | +$6.64K | 0.01% | 618 |
|
|
2018
Q1 | $45K | Buy |
+588
| New | +$45K | 0.01% | 629 |
|