TSWM
Triangle Securities 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 | $368K | Sell |
2,800
-978
| -26% | -$129K | 0.09% | 174 |
|
|
2025
Q1 | $426K | Hold |
3,778
| – | – | 0.11% | 162 |
|
|
2024
Q4 | $455K | Sell |
3,778
-150
| -4% | -$18.1K | 0.12% | 153 |
|
|
2024
Q3 | $490K | Buy |
3,928
+1,128
| +40% | +$141K | 0.13% | 152 |
|
|
2024
Q2 | $298K | Sell |
2,800
-1,039
| -27% | -$111K | 0.08% | 179 |
|
|
2024
Q1 | $387K | Hold |
3,839
| – | – | 0.11% | 166 |
|
|
2023
Q4 | $388K | Hold |
3,839
| – | – | 0.12% | 156 |
|
|
2023
Q3 | $336K | Hold |
3,839
| – | – | 0.12% | 156 |
|
|
2023
Q2 | $367K | Sell |
3,839
-315
| -8% | -$30.1K | 0.13% | 155 |
|
|
2023
Q1 | $397K | Sell |
4,154
-630
| -13% | -$60.2K | 0.14% | 150 |
|
|
2022
Q4 | $450K | Sell |
4,784
-165
| -3% | -$15.5K | 0.16% | 143 |
|
|
2022
Q3 | $446K | Hold |
4,949
| – | – | 0.18% | 128 |
|
|
2022
Q2 | $479K | Hold |
4,949
| – | – | 0.19% | 131 |
|
|
2022
Q1 | $546K | Sell |
4,949
-2,390
| -33% | -$264K | 0.18% | 129 |
|
|
2021
Q4 | $779K | Sell |
7,339
-34
| -0.5% | -$3.61K | 0.24% | 110 |
|
|
2021
Q3 | $733K | Hold |
7,373
| – | – | 0.25% | 110 |
|
|
2021
Q2 | $747K | Buy |
7,373
+265
| +4% | +$26.8K | 0.25% | 109 |
|
|
2021
Q1 | $655K | Hold |
7,108
| – | – | 0.24% | 114 |
|
|
2020
Q4 | $583K | Sell |
7,108
-257
| -3% | -$21.1K | 0.23% | 118 |
|
|
2020
Q3 | $517K | Hold |
7,365
| – | – | 0.23% | 111 |
|
|
2020
Q2 | $499K | Hold |
7,365
| – | – | 0.24% | 110 |
|
|
2020
Q1 | $453K | Hold |
7,365
| – | – | 0.26% | 103 |
|
|
2019
Q4 | $583K | Sell |
7,365
-83
| -1% | -$6.57K | 0.25% | 105 |
|
|
2019
Q3 | $604K | Hold |
7,448
| – | – | 0.3% | 95 |
|
|
2019
Q2 | $599K | Sell |
7,448
-175
| -2% | -$14.1K | 0.3% | 86 |
|
|
2019
Q1 | $576K | Sell |
7,623
-110
| -1% | -$8.31K | 0.3% | 88 |
|
|
2018
Q4 | $530K | Sell |
7,733
-600
| -7% | -$41.1K | 0.31% | 89 |
|
|
2018
Q3 | $668K | Sell |
8,333
-2,650
| -24% | -$212K | 0.35% | 81 |
|
|
2018
Q2 | $827K | Buy |
10,983
+2,350
| +27% | +$177K | 0.46% | 70 |
|
|
2018
Q1 | $667K | Sell |
8,633
-600
| -6% | -$46.4K | 0.38% | 77 |
|
|
2017
Q4 | $754K | Sell |
9,233
-1,310
| -12% | -$107K | 0.43% | 72 |
|
|
2017
Q3 | $816K | Buy |
10,543
+2,307
| +28% | +$179K | 0.49% | 65 |
|
|
2017
Q2 | $597K | Sell |
8,236
-200
| -2% | -$14.5K | 0.39% | 71 |
|
|
2017
Q1 | $615K | Sell |
8,436
-150
| -2% | -$10.9K | 0.39% | 72 |
|
|
2016
Q4 | $581K | Sell |
8,586
-85
| -1% | -$5.75K | 0.39% | 72 |
|
|
2016
Q3 | $537K | Sell |
8,671
-80
| -0.9% | -$4.95K | 0.37% | 77 |
|
|
2016
Q2 | $517K | Buy |
8,751
+1,449
| +20% | +$85.6K | 0.39% | 77 |
|
|
2016
Q1 | $420K | Hold |
7,302
| – | – | 0.27% | 92 |
|
|
2015
Q4 | $391K | Sell |
7,302
-4,540
| -38% | -$243K | 0.26% | 89 |
|
|
2015
Q3 | $654K | Buy |
11,842
+2,070
| +21% | +$114K | 0.49% | 69 |
|
|
2015
Q2 | $598K | Hold |
9,772
| – | – | 0.42% | 77 |
|
|
2015
Q1 | $590K | Sell |
9,772
-605
| -6% | -$36.5K | 0.41% | 78 |
|
|
2014
Q4 | $717K | Sell |
10,377
-560
| -5% | -$38.7K | 0.51% | 62 |
|
|
2014
Q3 | $781K | Sell |
10,937
-324
| -3% | -$23.1K | 0.6% | 61 |
|
|
2014
Q2 | $804K | Sell |
11,261
-1,292
| -10% | -$92.2K | 0.62% | 61 |
|
|
2014
Q1 | $757K | Buy |
12,553
+1,592
| +15% | +$96K | 0.68% | 52 |
|
|
2013
Q4 | $737K | Sell |
10,961
-2,150
| -16% | -$145K | 0.6% | 63 |
|
|
2013
Q3 | $842K | Sell |
13,111
-970
| -7% | -$62.3K | 0.73% | 45 |
|
|
2013
Q2 | $821K | Buy |
+14,081
| New | +$821K | 0.61% | 50 |
|