OWM
Orgel Wealth Management’s Royal Bank of Canada RY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,940
| Closed | -$233K | – | 53 |
|
|
2019
Q4 | $233K | Sell |
2,940
-760
| -21% | -$60.2K | 0.06% | 44 |
|
|
2019
Q3 | $300K | Hold |
3,700
| – | – | 0.11% | 35 |
|
|
2019
Q2 | $294K | Hold |
3,700
| – | – | 0.11% | 31 |
|
|
2019
Q1 | $280K | Sell |
3,700
-300
| -8% | -$22.7K | 0.09% | 33 |
|
|
2018
Q4 | $274K | Hold |
4,000
| – | – | 0.08% | 33 |
|
|
2018
Q3 | $321K | Hold |
4,000
| – | – | 0.14% | 28 |
|
|
2018
Q2 | $301K | Hold |
4,000
| – | – | 0.07% | 28 |
|
|
2018
Q1 | $309K | Hold |
4,000
| – | – | 0.08% | 29 |
|
|
2017
Q4 | $327K | Hold |
4,000
| – | – | 0.08% | 29 |
|
|
2017
Q3 | $309K | Hold |
4,000
| – | – | 0.11% | 17 |
|
|
2017
Q2 | $290K | Hold |
4,000
| – | – | 0.11% | 13 |
|
|
2017
Q1 | $292K | Hold |
4,000
| – | – | 0.13% | 13 |
|
|
2016
Q4 | $271K | Hold |
4,000
| – | – | 0.17% | 16 |
|
|
2016
Q3 | $248K | Hold |
4,000
| – | – | 0.17% | 16 |
|
|
2016
Q2 | $236K | Buy |
+4,000
| New | +$236K | 0.1% | 18 |
|