Private Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,578
| Closed | -$648K | – | 130 |
|
|
2019
Q1 | $648K | Buy |
+8,578
| New | +$648K | 0.11% | 74 |
|
|
2015
Q4 | – | Sell |
-5,875
| Closed | -$325K | – | 135 |
|
|
2015
Q3 | $325K | Sell |
5,875
-42,960
| -88% | -$2.38M | 0.08% | 108 |
|
|
2015
Q2 | $2.99M | Sell |
48,835
-1,700
| -3% | -$104K | 0.67% | 42 |
|
|
2015
Q1 | $3.05M | Sell |
50,535
-1,200
| -2% | -$72.4K | 0.7% | 43 |
|
|
2014
Q4 | $3.57M | Hold |
51,735
| – | – | 0.84% | 39 |
|
|
2014
Q3 | $3.7M | Sell |
51,735
-475
| -0.9% | -$33.9K | 0.81% | 38 |
|
|
2014
Q2 | $3.73M | Sell |
52,210
-600
| -1% | -$42.9K | 0.82% | 35 |
|
|
2014
Q1 | $3.49M | Sell |
52,810
-740
| -1% | -$48.8K | 0.82% | 34 |
|
|
2013
Q4 | $3.6M | Sell |
53,550
-2,000
| -4% | -$134K | 0.8% | 39 |
|
|
2013
Q3 | $3.57M | Sell |
55,550
-200
| -0.4% | -$12.8K | 0.85% | 36 |
|
|
2013
Q2 | $3.25M | Buy |
+55,750
| New | +$3.25M | 0.81% | 37 |
|