WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+1,564
| New | +$206K | 0.02% | 322 |
|
|
2025
Q1 | – | Sell |
-1,809
| Closed | -$218K | – | 546 |
|
|
2024
Q4 | $218K | Buy |
1,809
+15
| +0.8% | +$1.81K | 0.03% | 270 |
|
|
2024
Q3 | $224K | Buy |
+1,794
| New | +$224K | 0.03% | 280 |
|
|
2024
Q2 | – | Sell |
-2,408
| Closed | -$243K | – | 484 |
|
|
2024
Q1 | $243K | Sell |
2,408
-100
| -4% | -$10.1K | 0.04% | 249 |
|
|
2023
Q4 | $254K | Hold |
2,508
| – | – | 0.04% | 251 |
|
|
2023
Q3 | $219K | Buy |
+2,508
| New | +$219K | 0.03% | 281 |
|
|
2022
Q2 | – | Sell |
-1,859
| Closed | -$205K | – | 327 |
|
|
2022
Q1 | $205K | Sell |
1,859
-612
| -25% | -$67.5K | 0.03% | 315 |
|
|
2021
Q4 | $263K | Sell |
2,471
-3
| -0.1% | -$319 | 0.04% | 246 |
|
|
2021
Q3 | $245K | Sell |
2,474
-148
| -6% | -$14.7K | 0.07% | 207 |
|
|
2021
Q2 | $266K | Sell |
2,622
-696
| -21% | -$70.6K | 0.04% | 222 |
|
|
2021
Q1 | $306K | Buy |
3,318
+31
| +0.9% | +$2.86K | 0.06% | 205 |
|
|
2020
Q4 | $270K | Buy |
3,287
+103
| +3% | +$8.46K | 0.05% | 246 |
|
|
2020
Q3 | $223K | Buy |
3,184
+5
| +0.2% | +$350 | 0.08% | 231 |
|
|
2020
Q2 | $216K | Buy |
+3,179
| New | +$216K | 0.1% | 190 |
|
|
2020
Q1 | – | Sell |
-3,168
| Closed | -$250K | – | 298 |
|
|
2019
Q4 | $250K | Hold |
3,168
| – | – | 0.12% | 158 |
|
|
2019
Q3 | $257K | Hold |
3,168
| – | – | 0.14% | 143 |
|
|
2019
Q2 | $251K | Sell |
3,168
-1,286
| -29% | -$102K | 0.15% | 130 |
|
|
2019
Q1 | $336K | Sell |
4,454
-395
| -8% | -$29.8K | 0.19% | 96 |
|
|
2018
Q4 | $332K | Buy |
+4,849
| New | +$332K | 0.23% | 83 |
|