Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,845
| Closed | -$550K | – | 234 |
|
|
2022
Q4 | $550K | Buy |
5,845
+65
| +1% | +$6.11K | 0.28% | 92 |
|
|
2022
Q3 | $520K | Buy |
5,780
+200
| +4% | +$18K | 0.33% | 82 |
|
|
2022
Q2 | $540K | Buy |
5,580
+800
| +17% | +$77.4K | 0.28% | 84 |
|
|
2022
Q1 | $527K | Hold |
4,780
| – | – | 0.29% | 97 |
|
|
2021
Q4 | $507K | Buy |
4,780
+100
| +2% | +$10.6K | 0.23% | 99 |
|
|
2021
Q3 | $466K | Buy |
4,680
+560
| +14% | +$55.8K | 0.22% | 110 |
|
|
2021
Q2 | $417K | Hold |
4,120
| – | – | 0.23% | 121 |
|
|
2021
Q1 | $380K | Sell |
4,120
-150
| -4% | -$13.8K | 0.22% | 110 |
|
|
2020
Q4 | $350K | Hold |
4,270
| – | – | 0.24% | 101 |
|
|
2020
Q3 | $299K | Buy |
4,270
+1,250
| +41% | +$87.5K | 0.26% | 95 |
|
|
2020
Q2 | $205K | Buy |
+3,020
| New | +$205K | 0.19% | 120 |
|
|
2020
Q1 | – | Sell |
-2,050
| Closed | -$162K | – | 508 |
|
|
2019
Q4 | $162K | Buy |
+2,050
| New | +$162K | 0.12% | 139 |
|