SSWM
Sheets Smith Wealth Management’s Royal Bank of Canada RY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
2,936
-225
| -7% | -$29.6K | 0.05% | 316 |
|
|
2025
Q1 | $356K | Sell |
3,161
-370
| -10% | -$41.7K | 0.04% | 290 |
|
|
2024
Q4 | $426K | Sell |
3,531
-60
| -2% | -$7.23K | 0.05% | 282 |
|
|
2024
Q3 | $448K | Sell |
3,591
-4,519
| -56% | -$564K | 0.05% | 267 |
|
|
2024
Q2 | $863K | Hold |
8,110
| – | – | 0.1% | 171 |
|
|
2024
Q1 | $818K | Hold |
8,110
| – | – | 0.09% | 180 |
|
|
2023
Q4 | $820K | Sell |
8,110
-1,331
| -14% | -$135K | 0.12% | 152 |
|
|
2023
Q3 | $826K | Hold |
9,441
| – | – | 0.13% | 151 |
|
|
2023
Q2 | $902K | Sell |
9,441
-100
| -1% | -$9.55K | 0.13% | 147 |
|
|
2023
Q1 | $912K | Hold |
9,541
| – | – | 0.14% | 140 |
|
|
2022
Q4 | $897K | Hold |
9,541
| – | – | 0.14% | 139 |
|
|
2022
Q3 | $859K | Sell |
9,541
-218
| -2% | -$19.6K | 0.14% | 141 |
|
|
2022
Q2 | $945K | Sell |
9,759
-2,214
| -18% | -$214K | 0.16% | 137 |
|
|
2022
Q1 | $1.32M | Sell |
11,973
-199
| -2% | -$21.9K | 0.18% | 120 |
|
|
2021
Q4 | $1.29M | Sell |
12,172
-127
| -1% | -$13.5K | 0.16% | 128 |
|
|
2021
Q3 | $1.22M | Sell |
12,299
-293
| -2% | -$29.2K | 0.17% | 130 |
|
|
2021
Q2 | $1.28M | Hold |
12,592
| – | – | 0.17% | 124 |
|
|
2021
Q1 | $1.16M | Sell |
12,592
-92
| -0.7% | -$8.48K | 0.17% | 131 |
|
|
2020
Q4 | $1.04M | Sell |
12,684
-463
| -4% | -$38K | 0.16% | 132 |
|
|
2020
Q3 | $922K | Buy |
13,147
+155
| +1% | +$10.9K | 0.16% | 123 |
|
|
2020
Q2 | $881K | Buy |
12,992
+1,223
| +10% | +$82.9K | 0.18% | 113 |
|
|
2020
Q1 | $724K | Sell |
11,769
-950
| -7% | -$58.4K | 0.15% | 130 |
|
|
2019
Q4 | $1.01M | Buy |
12,719
+118
| +0.9% | +$9.34K | 0.19% | 123 |
|
|
2019
Q3 | $1.02M | Buy |
12,601
+9
| +0.1% | +$731 | 0.21% | 118 |
|
|
2019
Q2 | $1M | Sell |
12,592
-57
| -0.5% | -$4.53K | 0.21% | 121 |
|
|
2019
Q1 | $956K | Sell |
12,649
-372
| -3% | -$28.1K | 0.21% | 130 |
|
|
2018
Q4 | $892K | Buy |
13,021
+8
| +0.1% | +$548 | 0.24% | 105 |
|
|
2018
Q3 | $1.04M | Buy |
13,013
+7
| +0.1% | +$562 | 0.22% | 117 |
|
|
2018
Q2 | $979K | Buy |
13,006
+8
| +0.1% | +$602 | 0.23% | 104 |
|
|
2018
Q1 | $1.01M | Sell |
12,998
-133
| -1% | -$10.3K | 0.24% | 112 |
|
|
2017
Q4 | $1.07M | Sell |
13,131
-97
| -0.7% | -$7.92K | 0.25% | 112 |
|
|
2017
Q3 | $1.02M | Buy |
13,228
+8
| +0.1% | +$619 | 0.26% | 107 |
|
|
2017
Q2 | $959K | Sell |
13,220
-69
| -0.5% | -$5.01K | 0.25% | 112 |
|
|
2017
Q1 | $969K | Buy |
13,289
+8
| +0.1% | +$583 | 0.26% | 113 |
|
|
2016
Q4 | $899K | Sell |
13,281
-130
| -1% | -$8.8K | 0.25% | 109 |
|
|
2016
Q3 | $831K | Sell |
13,411
-133
| -1% | -$8.24K | 0.23% | 131 |
|
|
2016
Q2 | $800K | Sell |
13,544
-291
| -2% | -$17.2K | 0.23% | 145 |
|
|
2016
Q1 | $796K | Sell |
13,835
-1,081
| -7% | -$62.2K | 0.24% | 130 |
|
|
2015
Q4 | $799K | Sell |
14,916
-51
| -0.3% | -$2.73K | 0.24% | 121 |
|
|
2015
Q3 | $827K | Sell |
14,967
-81
| -0.5% | -$4.48K | 0.28% | 95 |
|
|
2015
Q2 | $920K | Sell |
15,048
-141
| -0.9% | -$8.62K | 0.25% | 119 |
|
|
2015
Q1 | $917K | Hold |
15,189
| – | – | 0.25% | 123 |
|
|
2014
Q4 | $1.05M | Buy |
15,189
+4,104
| +37% | +$283K | 0.27% | 106 |
|
|
2014
Q3 | $792K | Sell |
11,085
-375
| -3% | -$26.8K | 0.22% | 142 |
|
|
2014
Q2 | $819K | Sell |
11,460
-375
| -3% | -$26.8K | 0.22% | 143 |
|
|
2014
Q1 | $781K | Sell |
11,835
-102
| -0.9% | -$6.73K | 0.22% | 127 |
|
|
2013
Q4 | $803K | Sell |
11,937
-281
| -2% | -$18.9K | 0.22% | 123 |
|
|
2013
Q3 | $785K | Buy |
+12,218
| New | +$785K | 0.26% | 106 |
|