WealthPLAN Partners’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
Q3 | – | Sell |
-1,167
| Closed | -$111K | – | 988 |
|
|
2023
Q2 | $111K | Sell |
1,167
-111
| -9% | -$10.6K | 0.02% | 378 |
|
|
2023
Q1 | $122K | Buy |
+1,278
| New | +$122K | 0.01% | 384 |
|
|
2019
Q3 | – | Sell |
-2,913
| Closed | -$222K | – | 242 |
|
|
2019
Q2 | $222K | Buy |
+2,913
| New | +$222K | 0.03% | 216 |
|
|
2019
Q1 | – | Sell |
-2,693
| Closed | -$206K | – | 265 |
|
|
2018
Q4 | $206K | Buy |
+2,693
| New | +$206K | 0.03% | 240 |
|
|
2015
Q4 | $30.1K | Buy |
+1,611
| New | +$30.1K | ﹤0.01% | 763 |
|
|
2015
Q2 | $34K | Sell |
560
-869
| -61% | -$52.8K | 0.01% | 215 |
|
|
2015
Q1 | $86K | Buy |
+1,429
| New | +$86K | 0.04% | 187 |
|