Phillips Wealth Planners’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 | $334K | Sell |
2,536
-52
| -2% | -$6.85K | 0.3% | 114 |
|
|
2025
Q1 | $293K | Sell |
2,588
-62
| -2% | -$7.02K | 0.31% | 111 |
|
|
2024
Q4 | $314K | Buy |
2,650
+34
| +1% | +$4.03K | 0.31% | 114 |
|
|
2024
Q3 | $330K | Sell |
2,616
-63
| -2% | -$7.95K | 0.32% | 116 |
|
|
2024
Q2 | $297K | Sell |
2,679
-22
| -0.8% | -$2.44K | 0.31% | 118 |
|
|
2024
Q1 | $260K | Sell |
2,701
-70
| -3% | -$6.75K | 0.3% | 132 |
|
|
2023
Q4 | $272K | Sell |
2,771
-16
| -0.6% | -$1.57K | 0.33% | 116 |
|
|
2023
Q3 | $230K | Sell |
2,787
-20
| -0.7% | -$1.65K | 0.31% | 125 |
|
|
2023
Q2 | $268K | Buy |
2,807
+308
| +12% | +$29.4K | 0.35% | 106 |
|
|
2023
Q1 | $248K | Buy |
+2,499
| New | +$248K | 0.33% | 116 |
|