Phoenix Wealth 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 | $279K | Sell |
2,121
-45
| -2% | -$5.92K | 0.12% | 107 |
|
|
2025
Q1 | $244K | Hold |
2,166
| – | – | 0.11% | 110 |
|
|
2024
Q4 | $261K | Buy |
+2,166
| New | +$261K | 0.11% | 103 |
|
|
2022
Q2 | – | Sell |
-2,222
| Closed | -$243K | – | 117 |
|
|
2022
Q1 | $243K | Hold |
2,222
| – | – | 0.25% | 82 |
|
|
2021
Q4 | $236K | Sell |
2,222
-40
| -2% | -$4.25K | 0.18% | 108 |
|
|
2021
Q3 | $225K | Hold |
2,262
| – | – | 0.17% | 106 |
|
|
2021
Q2 | $229K | Hold |
2,262
| – | – | 0.17% | 112 |
|
|
2021
Q1 | $209K | Hold |
2,262
| – | – | 0.16% | 112 |
|
|
2020
Q4 | $186K | Buy |
+2,262
| New | +$186K | 0.14% | 113 |
|