PPWM
PFG Private Wealth Management’s Royal Bank of Canada RY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-324
| Closed | -$28.3K | – | 287 |
|
|
2023
Q3 | $28.3K | Sell |
324
-608
| -65% | -$53.2K | 0.02% | 148 |
|
|
2023
Q2 | $89K | Buy |
932
+5
| +0.5% | +$478 | 0.05% | 125 |
|
|
2023
Q1 | $88.6K | Sell |
927
-38
| -4% | -$3.63K | 0.06% | 118 |
|
|
2022
Q4 | $91K | Sell |
965
-11
| -1% | -$1.04K | 0.06% | 96 |
|
|
2022
Q3 | $88K | Hold |
976
| – | – | 0.06% | 87 |
|
|
2022
Q2 | $94K | Buy |
976
+6
| +0.6% | +$578 | 0.05% | 108 |
|
|
2022
Q1 | $107K | Buy |
970
+944
| +3,631% | +$104K | 0.05% | 116 |
|
|
2021
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 272 |
|
|
2021
Q3 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 265 |
|