SWA
SOA Wealth Advisors’s Royal Bank of Canada RY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Hold |
1,433
| – | – | 0.04% | 203 |
|
|
2025
Q1 | $162K | Sell |
1,433
-42
| -3% | -$4.73K | 0.03% | 208 |
|
|
2024
Q4 | $178K | Hold |
1,475
| – | – | 0.03% | 193 |
|
|
2024
Q3 | $184K | Hold |
1,475
| – | – | 0.04% | 192 |
|
|
2024
Q2 | $157K | Hold |
1,475
| – | – | 0.03% | 203 |
|
|
2024
Q1 | $149K | Hold |
1,475
| – | – | 0.03% | 206 |
|
|
2023
Q4 | $149K | Sell |
1,475
-151
| -9% | -$15.3K | 0.03% | 199 |
|
|
2023
Q3 | $142K | Buy |
1,626
+151
| +10% | +$13.2K | 0.04% | 195 |
|
|
2023
Q2 | $141K | Hold |
1,475
| – | – | 0.03% | 197 |
|
|
2023
Q1 | $141K | Hold |
1,475
| – | – | 0.03% | 190 |
|
|
2022
Q4 | $139K | Hold |
1,475
| – | – | 0.04% | 189 |
|
|
2022
Q3 | $132K | Hold |
1,475
| – | – | 0.04% | 177 |
|
|
2022
Q2 | $142K | Hold |
1,475
| – | – | 0.04% | 170 |
|
|
2022
Q1 | $162K | Hold |
1,475
| – | – | 0.04% | 186 |
|
|
2021
Q4 | $155K | Hold |
1,475
| – | – | 0.04% | 186 |
|
|
2021
Q3 | $146K | Hold |
1,475
| – | – | 0.04% | 188 |
|
|
2021
Q2 | $149K | Hold |
1,475
| – | – | 0.04% | 181 |
|
|
2021
Q1 | $136K | Hold |
1,475
| – | – | 0.04% | 168 |
|
|
2020
Q4 | $123K | Buy |
+1,475
| New | +$123K | 0.03% | 179 |
|