World Investment Advisors’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 | $898K | Sell |
6,825
-1,721
| -20% | -$226K | 0.02% | 548 |
|
|
2025
Q1 | $963K | Buy |
8,546
+1,032
| +14% | +$116K | 0.03% | 519 |
|
|
2024
Q4 | $906K | Buy |
7,514
+1,993
| +36% | +$240K | 0.02% | 498 |
|
|
2024
Q3 | $689K | Buy |
5,521
+2,350
| +74% | +$293K | 0.02% | 501 |
|
|
2024
Q2 | $337K | Buy |
3,171
+46
| +1% | +$4.89K | 0.02% | 473 |
|
|
2024
Q1 | $315K | Buy |
3,125
+2
| +0.1% | +$202 | 0.05% | 300 |
|
|
2023
Q4 | $316K | Hold |
3,123
| – | – | 0.04% | 297 |
|
|
2023
Q3 | $273K | Hold |
3,123
| – | – | 0.05% | 215 |
|
|
2023
Q2 | $298K | Buy |
3,123
+123
| +4% | +$11.7K | 0.06% | 200 |
|
|
2023
Q1 | $287K | Hold |
3,000
| – | – | 0.06% | 188 |
|
|
2022
Q4 | $282K | Hold |
3,000
| – | – | 0.06% | 180 |
|
|
2022
Q3 | $270K | Hold |
3,000
| – | – | 0.06% | 193 |
|
|
2022
Q2 | $298K | Hold |
3,000
| – | – | 0.06% | 197 |
|
|
2022
Q1 | $331K | Hold |
3,000
| – | – | 0.07% | 193 |
|
|
2021
Q4 | $346K | Hold |
3,000
| – | – | 0.07% | 182 |
|
|
2021
Q3 | $298K | Hold |
3,000
| – | – | 0.07% | 186 |
|
|
2021
Q2 | $304K | Hold |
3,000
| – | – | 0.07% | 186 |
|
|
2021
Q1 | $302K | Sell |
3,000
-57
| -2% | -$5.74K | 0.07% | 172 |
|
|
2020
Q4 | $258K | Hold |
3,057
| – | – | 0.07% | 184 |
|
|
2020
Q3 | $214K | Hold |
3,057
| – | – | 0.07% | 152 |
|
|
2020
Q2 | $229K | Buy |
+3,057
| New | +$229K | 0.08% | 142 |
|
|
2020
Q1 | – | Sell |
-3,057
| Closed | -$242K | – | 169 |
|
|
2019
Q4 | $242K | Sell |
3,057
-35
| -1% | -$2.77K | 0.09% | 133 |
|
|
2019
Q3 | $251K | Hold |
3,092
| – | – | 0.11% | 116 |
|
|
2019
Q2 | $244K | Hold |
3,092
| – | – | 0.11% | 114 |
|
|
2019
Q1 | $234K | Hold |
3,092
| – | – | 0.11% | 107 |
|
|
2018
Q4 | $235K | Buy |
+3,092
| New | +$235K | 0.11% | 130 |
|