Schechter Investment 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
Q1 | $470K | Sell |
4,167
-1,759
| -30% | -$198K | 0.04% | 382 |
|
|
2024
Q4 | $714K | Sell |
5,926
-321
| -5% | -$38.7K | 0.05% | 307 |
|
|
2024
Q3 | $779K | Buy |
6,247
+820
| +15% | +$102K | 0.06% | 301 |
|
|
2024
Q2 | $577K | Buy |
5,427
+455
| +9% | +$48.4K | 0.04% | 343 |
|
|
2024
Q1 | $502K | Buy |
4,972
+505
| +11% | +$50.9K | 0.04% | 374 |
|
|
2023
Q4 | $452K | Buy |
4,467
+447
| +11% | +$45.2K | 0.04% | 372 |
|
|
2023
Q3 | $352K | Sell |
4,020
-192
| -5% | -$16.8K | 0.03% | 417 |
|
|
2023
Q2 | $402K | Sell |
4,212
-154
| -4% | -$14.7K | 0.04% | 424 |
|
|
2023
Q1 | $417K | Buy |
4,366
+20
| +0.5% | +$1.91K | 0.04% | 450 |
|
|
2022
Q4 | $409K | Buy |
4,346
+948
| +28% | +$89.1K | 0.04% | 552 |
|
|
2022
Q3 | $306K | Sell |
3,398
-1,036
| -23% | -$93.3K | 0.03% | 694 |
|
|
2022
Q2 | $430K | Buy |
4,434
+292
| +7% | +$28.3K | 0.04% | 574 |
|
|
2022
Q1 | $457K | Buy |
4,142
+736
| +22% | +$81.2K | 0.04% | 559 |
|
|
2021
Q4 | $362K | Buy |
+3,406
| New | +$362K | 0.03% | 614 |
|