Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-194
| Closed | -$23.4K | – | 1565 |
|
|
2024
Q4 | $23.4K | Buy |
194
+59
| +44% | +$7.11K | ﹤0.01% | 1225 |
|
|
2024
Q3 | $16.8K | Buy |
135
+103
| +322% | +$12.8K | ﹤0.01% | 1061 |
|
|
2024
Q2 | $3.41K | Buy |
+32
| New | +$3.41K | ﹤0.01% | 1294 |
|
|
2022
Q3 | – | Sell |
-3,300
| Closed | -$320K | – | 337 |
|
|
2022
Q2 | $320K | Hold |
3,300
| – | – | 0.03% | 264 |
|
|
2022
Q1 | $364K | Sell |
3,300
-1,300
| -28% | -$143K | 0.03% | 267 |
|
|
2021
Q4 | $488K | Hold |
4,600
| – | – | 0.04% | 253 |
|
|
2021
Q3 | $458K | Buy |
+4,600
| New | +$458K | 0.04% | 243 |
|