SWM
Selective Wealth Management’s Royal Bank of Canada RY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-550
| Closed | -$56K | – | 613 |
|
|
2021
Q2 | $56K | Sell |
550
-500
| -48% | -$50.9K | 0.04% | 178 |
|
|
2021
Q1 | $97K | Buy |
1,050
+126
| +14% | +$11.6K | 0.09% | 84 |
|
|
2020
Q4 | $76K | Buy |
924
+724
| +362% | +$59.6K | 0.05% | 87 |
|
|
2020
Q3 | $14K | Hold |
200
| – | – | 0.01% | 183 |
|
|
2020
Q2 | $14K | Buy |
+200
| New | +$14K | 0.01% | 211 |
|
|
2018
Q3 | $16K | Buy |
+200
| New | +$16K | 0.19% | 65 |
|